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Delaware Global Real Estate Opps Instl (DGROX)

7.13 Up 0.05(0.71%) May 17

Prev Close:7.08
YTD Return*:3.53%
Net Assets*:73.35M
Yield*:2.48%

* As of 28-Feb-13

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

Headlines

  • No Headlines available for DGROX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SPG5.631.93
00016.HK4.0619.37
88023.661.20
WEFIF.AX3.61-2.35
88013.01-2.16

Fund Basics

Morningstar Overall Rating:
Total Assets:73.35M
Category:Global Real Estate
Annual Report Expense Ratio (net):1.13%

Performance & Risk

YTD Return:3.53%
5y Avg Return:3.32%
Rank in Category (ytd):22
% Rank in Category (ytd):10.95%
Beta (3y):0.93
Morningstar Risk Rating:2

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 will invest at least 40% of its total assets in securities of non-U.S. issuers. The fund may invest in companies across all market capitalizations and may invest its assets in securities of companies located in emerging market countries. It is non-diversified. View More
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