Delaware Value Fund

Scorecard
4 / 5 Stars
Lipper
5 3 5 3 3
Zacks Investment Research
4 (Sell)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A- (Buy)

#38 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.

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Performance

The fund has returned 22.98 percent over the past year, 15.87 percent over the past three years, 21.87 percent over the past five years, and 7.57 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date -0.2%
1 Year 23.0%
3 Years (Annualized) 15.9%
5 Years (Annualized) 21.9%
10 Years (Annualized) 7.6%

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Summary

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in securities of large-capitalization companies. 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 1.01 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