9.5 in Large Growth
U.S. News evaluated 469 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
| Scorecard | |
|---|---|
| Morningstar | 4 / 5 Stars |
| Lipper | 5 5 5 4 5 |
| Zacks Investment Research | 1 (Strong Buy) |
| Standard & Poor's | 5 / 5 Stars |
| TheStreet.com | A+ (Buy) |
Fund Overview
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. The fund is non-diversified.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 14.9% |
| 1 Year | 22.4% |
| 3 Years (Annualized) | 30.3% |
| 5 Years (Annualized) | 7.2% |
| 10 Years (Annualized) | 5.0% |
Performance
The fund has returned 22.36 percent over the past year, 30.26 percent over the past three years, 7.15 percent over the past five years, and 5.03 percent over the past decade.
Hypothetical Growth of $10,000
Updated 03.31.2012
Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.31 | 3.31 |
| Stocks | 89.0 | 89.0 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 7.69 | 7.69 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2011
Top Holdings
Performance as of 03.31.2012
Portfolio as of 12.31.2011
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Apple, Inc. | AAPL | 52.75 | 10.24 |
| Allergan, Inc. | AGN | 8.53 | 6.74 |
| MasterCard Incorporated A | MA | 15.93 | 5.96 |
| Qualcomm, Inc. | QCOM | 25.69 | 5.5 |
| Google, Inc. A | GOOG | 0.16 | 5.1 |
Fees
Delaware Pooled Select 20 Portfolio has an expense ratio of 0.89 percent.
