Delaware Global Real Estate Opps Instl (DGROX)
7.13
0.05(0.71%) May 17
| Prev Close: | 7.08 |
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| YTD Return*: | 3.53% |
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| Net Assets*: | 73.35M |
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| Yield*: | 2.48% |
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* As of 28-Feb-13
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Headlines
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Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 73.35M |
| Category: | Global Real Estate |
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| Annual Report Expense Ratio (net): | 1.13% |
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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.
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