4 / 5 Stars
5 4 5 4 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#14 in Large Value
U.S. News evaluated 326 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 22.89 percent over the past year, 16.63 percent over the past three years, 22.81 percent over the past five years, and 7.62 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.2%|
|3 Years (Annualized)||16.6%|
|5 Years (Annualized)||22.8%|
|10 Years (Annualized)||7.6%|
The investment seeks long-term capital appreciation. Under normal circumstances, at least 80% of the Portfolio's net assets, plus any borrowings for investment purposes, will be invested 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 Low 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.