3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 304 World Stock 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 21.31 percent over the past year, 9.74 percent over the past three years, and 16.50 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.4%|
|3 Years (Annualized)||9.7%|
|5 Years (Annualized)||16.5%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of U.S. and non-U.S. companies, which may include companies located or operating in developed or emerging markets. Under normal circumstances, it will invest in equity securities of issuers located throughout the world, including the United States, and the fund will invest at least 40% of its net assets in non-U.S. securities. The fund may invest in companies across all market capitalizations, although it will primarily invest in mid- and large-cap equity securities.
Fees are High compared to funds in the same category.
Delaware Focus Global Growth Fund has an expense ratio of 2.26 percent.
Risk is Average compared to funds in the same category according to Morningstar.