2 / 5 Stars
3 4 3 3 4
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#135 in Moderate Allocation
U.S. News evaluated 247 Moderate Allocation 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 11.71 percent over the past year, 7.46 percent over the past three years, 15.00 percent over the past five years, and 6.30 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.1%|
|3 Years (Annualized)||7.5%|
|5 Years (Annualized)||15.0%|
|10 Years (Annualized)||6.3%|
The investment seeks capital appreciation with current income as a secondary objective. The fund invests in a combination of underlying securities representing a variety of asset classes and investment styles. The fund will typically target about 60% of its net assets in equity securities and about 40% of its net assets in fixed income securities. It may invest 10% to 60% of net assets in foreign securities, and up to 15% of net assets in emerging market securities.
Fees are Above Average compared to funds in the same category.
Delaware Foundation Moderate Allocation Fund has an expense ratio of 1.13 percent.
Risk is Average compared to funds in the same category according to Morningstar.