4 / 5 Stars
5 5 3 3 4
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
U.S. News evaluated 227 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 35.23 percent over the past year, 17.38 percent over the past three years, 27.81 percent over the past five years, and 9.38 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.7%|
|3 Years (Annualized)||17.4%|
|5 Years (Annualized)||27.8%|
|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 will be in investments of small-capitalization companies. The fund adviser considers 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 1.06 percent.
Risk is Average compared to funds in the same category according to Morningstar.