Delaware Pooled Trust Real Estate Investment Portfolio

Class B (DPRTX)
Scorecard
3 / 5 Stars
Lipper
3 3 2 3 4
Zacks Investment Research
4 (Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
D- (Sell)

#16 in Real Estate

U.S. News evaluated 72 Real Estate 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 4.56 percent over the past year, 10.56 percent over the past three years, 26.25 percent over the past five years, and 7.38 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 9.8%
1 Year 4.6%
3 Years (Annualized) 10.6%
5 Years (Annualized) 26.3%
10 Years (Annualized) 7.4%

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Summary

The investment seeks maximum long-term total return, with capital appreciation as a secondary objective. The fund invests primarily in securities of companies principally engaged in the real estate industry. Under normal circumstances, it will invest at least 80% of its net assets, plus any borrowings for investment purposes, in REITs. The fund also invests in equity securities of real estate industry operating companies. It may hold cash or invest in short-term debt securities and other money market instruments. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Delaware Pooled Trust Real Estate Investment Portfolio has an expense ratio of 0.95 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