4 / 5 Stars
5 5 5 3 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#43 in Large Growth
U.S. News evaluated 468 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 21.92 percent over the past year, 16.09 percent over the past three years, 22.70 percent over the past five years, and 6.96 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.7%|
|3 Years (Annualized)||16.1%|
|5 Years (Annualized)||22.7%|
|10 Years (Annualized)||7.0%|
The investment seeks long-term capital appreciation. The fund invests primarily in common stocks. It invests primarily in companies that have long-term capital appreciation potential and are expected to grow faster than the U.S. economy. The fund invests at least 80% of assets in U.S. investments. It may also invest up to 20% of assets in debt securities and bonds. In addition, the fund may invest in convertible bonds, preferred stocks and convertible preferred stocks, provided that these investments, when aggregated with the fund's debt securities and bonds, do not exceed 35% of the assets.
Fees are Average compared to funds in the same category.
Delaware U.S. Growth Fund has an expense ratio of 1.09 percent.
Risk is Average compared to funds in the same category according to Morningstar.