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    Delaware Global Real Estate Opps Instl (DGROX)

    7.59 Up 0.01(0.13%) Jan 23
    Prev Close:7.58
    YTD Return*:16.21%
    Net Assets*:53.45M
    Yield*:2.35%

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for DGROX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SPG5.311.77
    SUHJF.HK3.350.00
    MTSFF3.250.00
    HCN2.921.69
    BRLAF.L2.510.00

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:53.45M
    Category:Global Real Estate
    Annual Report Expense Ratio (net):1.15%

    Performance & Risk

    YTD Return:16.21%
    5y Avg Return:12.52%
    Rank in Category (ytd):11
    % Rank in Category (ytd):4.98%
    Beta (3y):0.82
    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 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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