Send me a link:

*Only U.S. numbers are accepted. Text messaging rates may apply.

 Dow Down 0.14% Nasdaq Up 0.30%
Streaming
Ticker Tape: On

Delaware Global Real Estate Opps Instl (DGROX)

6.71 Down 0.02(0.30%) Apr 23
Get the big picture on all your investments.
Prev Close:6.71
YTD Return*:4.69%
Net Assets*:52.72M
Yield*:3.10%

* As of 31-Mar-14

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

Headlines

  • No Headlines available for DGROX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SPG5.229.21
EQR2.6413.86
BRLAF.L2.366.58
SUHJF.HK2.270.34
BXP2.2315.93

Fund Basics

Morningstar Overall Rating:
Total Assets:52.72M
Category:Global Real Estate
Annual Report Expense Ratio (net):1.15%

Performance & Risk

YTD Return:4.69%
5y Avg Return:21.96%
Rank in Category (ytd):16
% Rank in Category (ytd):6.96%
Beta (3y):0.93
Morningstar Risk Rating:1

Fund Summary

The investment seeks maximum long-term total return through a combination of current income and capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus 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
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback