5 / 5 Stars
5 5 5 4 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#12 in Large Value
U.S. News evaluated 325 Large Value 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 20.82 percent over the past year, 16.66 percent over the past three years, 19.14 percent over the past five years, and 7.34 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.3%|
|3 Years (Annualized)||16.7%|
|5 Years (Annualized)||19.1%|
|10 Years (Annualized)||7.3%|
The investment seeks long-term capital appreciation. The fund invests at least 80% of net assets in equity securities of large-capitalization companies. It invests primarily in securities of large-capitalization companies that the adviser believes have long-term capital appreciation potential. The fund adviser currently defines large-capitalization stocks as those with market capitalizations of $5 billion or greater at the time of purchase.
Fees are Below Average compared to funds in the same category.
Delaware Pooled Trust Large Cap Value Equity Portfolio has an expense ratio of 0.70 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.