Delaware Value® Fund

Scorecard
4 / 5 Stars
Lipper
5 4 5 4 4
Zacks Investment Research
4 (Sell)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A+ (Buy)

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.

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Performance

The fund has returned 23.54 percent over the past year, 17.15 percent over the past three years, 19.07 percent over the past five years, and 7.77 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 8.3%
1 Year 23.5%
3 Years (Annualized) 17.1%
5 Years (Annualized) 19.1%
10 Years (Annualized) 7.8%

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Summary

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

Fees are Low compared to funds in the same category.
Delaware Value® Fund has an expense ratio of 1.72 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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See Also:

Top Delaware Investments Funds

Large Value Funds

Highest Returns (10-year)

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