4 / 5 Stars
4 2 5 4 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#9 in Large Growth
U.S. News evaluated 464 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 25.08 percent over the past year, 16.66 percent over the past three years, 19.71 percent over the past five years, and 8.04 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.4%|
|3 Years (Annualized)||16.7%|
|5 Years (Annualized)||19.7%|
|10 Years (Annualized)||8.0%|
The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of companies that have long-term capital appreciation potential and are expected to grow faster than the U.S. economy. The fund adviser considers companies of any size or market capitalization. It invests in no fewer than 15 and no more than 25 equity securities.
Fees are Average compared to funds in the same category.
Delaware Pooled Select 20 Portfolio has an expense ratio of 0.85 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.