3 / 5 Stars
4 4 3 3 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#42 in Small Blend
U.S. News evaluated 229 Small Blend 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 29.16 percent over the past year, 16.51 percent over the past three years, 21.69 percent over the past five years, and 9.43 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.7%|
|3 Years (Annualized)||16.5%|
|5 Years (Annualized)||21.7%|
|10 Years (Annualized)||9.4%|
The investment seeks long-term capital appreciation. The fund invests primarily in stocks of small companies that the Manager believes have a combination of attractive valuations, growth prospects, and strong cash flows. Under normal circumstances, at least 80% of the fund's net assets, plus the amount of any borrowings for investment purposes, will be in investments of small-capitalization companies (80% policy). The fund's managers consider small-capitalization companies to be companies within the market capitalization range of the Russell 2000 ® Index at the time of purchase.
Fees are Above Average compared to funds in the same category.
Delaware Small Cap Core Fund has an expense ratio of 1.31 percent.
Risk is Average compared to funds in the same category according to Morningstar.