5 / 5 Stars
5 4 4 4 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#3 in Mid-Cap Growth
U.S. News evaluated 222 Mid-Cap Growth 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 24.25 percent over the past year, 16.25 percent over the past three years, 31.26 percent over the past five years, and 10.74 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-5.1%|
|3 Years (Annualized)||16.2%|
|5 Years (Annualized)||31.3%|
|10 Years (Annualized)||10.7%|
The investment seeks long-term capital appreciation. Under normal circumstances, the Portfolio invests at least 80% of its net assets in securities of small-and mid-capitalization companies. For purposes of this Portfolio, small-market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell 2000 Growth Index, and mid-market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell Midcap Growth Index.
Fees are Below Average compared to funds in the same category.
Delaware Pooled Focus Mid Cap Growth Equity Fund has an expense ratio of 0.89 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.