| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
2
3
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
#36 in Real Estate
U.S. News evaluated 73 Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 16.43 percent over the past year, 16.58 percent over the past three years, 6.22 percent over the past five years, and 11.42 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.9% |
| 1 Year | 16.4% |
| 3 Years (Annualized) | 16.6% |
| 5 Years (Annualized) | 6.2% |
| 10 Years (Annualized) | 11.4% |
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 in real estate investment trusts (REITs).
Fees
Fees are Above Average compared to funds in the same category.
Delaware REIT Fund has an expense ratio of 1.30 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
