2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#67 in Mid-Cap Value
U.S. News evaluated 109 Mid-Cap 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 16.99 percent over the past year, 9.48 percent over the past three years, and 19.20 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.2%|
|3 Years (Annualized)||9.5%|
|5 Years (Annualized)||19.2%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund invests primarily in investments of medium-sized companies whose stock prices appear low relative to their underlying value or future potential. Under normal circumstances, at least 80% of the fund's net assets will be in investments of medium-sized companies. The adviser considers medium-sized companies to be those companies whose market capitalizations fall within the range represented in the Russell Midcap® Value Index at the time of the fund's investment.
Fees are High compared to funds in the same category.
Delaware Mid Cap Value Fund has an expense ratio of 1.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.