Delaware Investments Delaware Investments Delaware Investments

Smart investing for the road ahead Delaware Value® Fund: A disciplined approach for today’s market

Why consider Delaware Value Fund?

Top-decile Morningstar ranking

The Fund is in the top 10% of its Morningstar category as of June 30, 2013, based on weighted average of performance for three-, five-, and 10-year periods (performance is adjusted for risk, factoring in monthly variations in return).

Load waived With load

Class A Shares (as of 06/30/2013)
Class A shares (load waived) rated 5, 5, and 4 stars and (with load) rated 5, 4, and 4 stars for the three-, five-, and 10-year periods ended 06/30/13 among 1047, 935, and 605 large value funds, respectively. There are 1047 funds in the overall rating.

Past performance does not guarantee future results.

(View Morningstar disclosure)

Historically strong upside/downside market performance

Resilience during market setbacks has been a key feature of the Fund and reduced volatility has contributed to long-term performance.

A consistent investment philosophy

No matter the broader macroeconomic investment environment, the investment team stays true to its traditional approach to value investing, seeking to capitalize on discrepancies between its estimate of a stock’s intrinsic value and its price.

Visit the Delaware Value Fund page to learn more


Carefully consider the Fund's investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the Fund's prospectus and, its summary prospectus, which may be obtained by visiting our fund literature page or calling 877 693-3546. Investors should read the prospectus and, the summary prospectus carefully before investing.

IMPORTANT RISK CONSIDERATIONS

Investing involves risk, including the possible loss of principal.

Holding a relatively concentrated portfolio of a limited number of securities may increase risk because each investment has a greater effect on the Fund's overall performance than would be the case for a more diversified fund.

Not FDIC Insured | No Bank Guarantee | May Lose Value

Learn more about the Delaware Large-Cap Value Equity team

Q&A with Ty Nutt on the importance of high-quality value investing in today's volatile market

Read Q&A


Questions?

Speak to an internal consultant about how Delaware Value Fund may be an important part of any portfolio.

877 693-3546 Connect Share

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