| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
2
3
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
#24 in Real Estate
U.S. News evaluated 75 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 15.18 percent over the past year, 16.26 percent over the past three years, 4.94 percent over the past five years, and 10.29 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 7.5% |
| 1 Year | 15.2% |
| 3 Years (Annualized) | 16.3% |
| 5 Years (Annualized) | 4.9% |
| 10 Years (Annualized) | 10.3% |
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 High 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.
