Dow Up 0.51% Nasdaq Up 0.24%

Delaware Global Real Estate Opps R (DLPRX)

7.14 Up 0.03(0.42%) Nov 21
Prev Close:7.11
YTD Return*:14.66%
Net Assets*:53.83M
Yield*:2.61%

* As of 31-Oct-14

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

Headlines

  • No Headlines available for DLPRX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SPG5.0330.09
SUHJF.HK2.9121.03
MTSFF2.87-16.42
HCN2.7737.55
BRLAF.L2.4710.23

Fund Basics

Morningstar Overall Rating:
Total Assets:53.83M
Category:Global Real Estate
Annual Report Expense Ratio (net):1.65%

Performance & Risk

YTD Return:14.66%
5y Avg Return:12.98%
Rank in Category (ytd):17
% Rank in Category (ytd):7.69%
Beta (3y):0.85
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
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback