4 / 5 Stars
5 5 5 3 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#36 in Large Value
U.S. News evaluated 330 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 23.86 percent over the past year, 17.85 percent over the past three years, 19.85 percent over the past five years, and 8.54 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.4%|
|3 Years (Annualized)||17.9%|
|5 Years (Annualized)||19.8%|
|10 Years (Annualized)||8.5%|
The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in securities of large-capitalization companies (the 80% policy). It invests primarily in securities of large-capitalization companies that the advisor believes have long-term capital appreciation potential. The fund's advisor 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 Value® Fund has an expense ratio of 1.01 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.