Delaware REIT Fund

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.

See all Delaware Investments funds

See full Real Estate rankings

See more fund rankings

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%

See more DPREX performance

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.

See more DPREX fees

Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

See more DPREX risk

See Also:

Top Delaware Investments Funds
Advertisement
Real Estates
Rankings

See More Funds

Highest Returns (10-year)

See More Funds

Slide Shows
7 Mutual Funds That Make Huge Bets

These funds invest much of their portfolios in one company.

Why Dow 14,000 Is a Tough Milestone

History shows this mark to be one of the most difficult for the market.

Emerging Markets to Consider in 2013

The Philippines, China and other key emerging markets for this year.