4 / 5 Stars
4 4 3 3 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#27 in Small Value
U.S. News evaluated 122 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 24.85 percent over the past year, 14.46 percent over the past three years, 22.00 percent over the past five years, and 9.71 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.7%|
|3 Years (Annualized)||14.5%|
|5 Years (Annualized)||22.0%|
|10 Years (Annualized)||9.7%|
The investment seeks capital appreciation. 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). It invests primarily in investments of small companies whose stock prices appear low relative to their underlying value or future potential.
Fees are Low compared to funds in the same category.
Delaware Small Cap Value Fund has an expense ratio of 1.25 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.