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    Delaware Global Real Estate Opps Instl (DGROX)

    7.41 Down 0.05(0.67%) Mar 26
    Prev Close:7.46
    YTD Return*:3.63%
    Net Assets*:57.05M
    Yield*:2.26%

    * As of 28-Feb-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for DGROX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SPG5.575.12
    SUHJF.HK3.753.82
    HCN2.923.35
    MTSFF2.712.16
    BRLAF.L2.638.17

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:57.05M
    Category:Global Real Estate
    Annual Report Expense Ratio (net):1.15%

    Performance & Risk

    YTD Return:3.63%
    5y Avg Return:13.93%
    Rank in Category (ytd):87
    % Rank in Category (ytd):35.37%
    Beta (3y):0.68
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks maximum long-term total return through a combination of current income and capital appreciation. The fund will normally invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in U.S. and non-U.S. real estate and real estate-related issuers. It invests primarily in REITs and other equity securities. The fund will invest at least 40% of its total assets in securities of non-U.S. issuers, unless market conditions are not deemed favorable by the portfolio manager, in which case the fund would invest at least 30% of its net assets in securities of non-U.S. issuers. It is non-diversified. View More
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