4 / 5 Stars
4 3 3 3 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 117 Small Value 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 21.21 percent over the past year, 12.65 percent over the past three years, 23.40 percent over the past five years, and 9.28 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.3%|
|3 Years (Annualized)||12.6%|
|5 Years (Annualized)||23.4%|
|10 Years (Annualized)||9.3%|
The investment seeks capital appreciation. The fund invests primarily in investments of small companies whose stock prices appear low relative to their underlying value or future potential. Under normal circumstances, at least 80% of its net assets will be in investments of small-capitalization companies. Under normal circumstances, at least 80% of the fund's net assets will be in investments of small-capitalization companies.
Fees are High compared to funds in the same category.
Delaware Small Cap Value Fund has an expense ratio of 1.07 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.