3 / 5 Stars
3 3 2 2 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#37 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.
The fund has returned 6.44 percent over the past year, 9.44 percent over the past three years, 26.98 percent over the past five years, and 7.72 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||8.8%|
|3 Years (Annualized)||9.4%|
|5 Years (Annualized)||27.0%|
|10 Years (Annualized)||7.7%|
The investment seeks maximum long-term total return, with capital appreciation as a secondary objective. The fund invests primarily in securities of companies that are 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 real estate investment trusts (REITs). The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
Delaware REIT Fund has an expense ratio of 1.31 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.