Delaware Pooled Select 20 Portfolio

Class Other (DPCEX)
Scorecard
4 / 5 Stars
Lipper
5 4 5 4 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A (Buy)

#5 in Large Growth

U.S. News evaluated 473 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 9.01 percent over the past year, 15.86 percent over the past three years, 7.42 percent over the past five years, and 8.25 percent over the past decade.

Trailing Returns Updated 04.30.2013
Year to date 7.1%
1 Year 9.0%
3 Years (Annualized) 15.9%
5 Years (Annualized) 7.4%
10 Years (Annualized) 8.3%

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Summary

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

Fees are Average compared to funds in the same category.
Delaware Pooled Select 20 Portfolio has an expense ratio of 0.86 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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