3 / 5 Stars
1 2 2 4 3
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 129 World Allocation 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 10.27 percent over the past year, 6.87 percent over the past three years, 13.79 percent over the past five years, and 5.21 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.4%|
|3 Years (Annualized)||6.9%|
|5 Years (Annualized)||13.8%|
|10 Years (Annualized)||5.2%|
The investment seeks long-term capital growth. The fund invests in a combination of underlying securities representing a variety of asset classes and investment styles. The fund will typically target about 80% of its net assets in equity securities and about 20% of its net assets in fixed income securities. It may invest 15% to 70% of net assets in foreign securities and up to 20% of net assets in emerging market securities.
Fees are High compared to funds in the same category.
Delaware Foundation® Growth Allocation Fund has an expense ratio of 1.90 percent.
Risk is Average compared to funds in the same category according to Morningstar.