2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 112 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 25.09 percent over the past year, 11.91 percent over the past three years, and 18.56 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.8%|
|3 Years (Annualized)||11.9%|
|5 Years (Annualized)||18.6%|
|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, plus any borrowings for investment purposes, 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 Low 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.