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| Fund profile |
Objective
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Portfolio manager(s)
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| Delaware Value Fund seeks long-term capital appreciation
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Anthony A. Lombardi (2004)
D. Tysen Nutt Jr. (2004)
Kristen E. Bartholdson (2008)
Nashira S. Wynn (2006)
Nikhil G. Lalvani (2006)
Robert A. Vogel, Jr. (2004)
Delaware Management Company
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Main investment strategies
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Under normal circumstances, at least 80% of the Fund's net assets will be invested in securities of large-capitalization companies (the 80% policy). The Fund invests primarily in securities of large-capitalization companies that we believe have long-term capital appreciation potential. The Fund currently defines large-capitalization stocks as those with market capitalizations of $5 billion or greater at the time of purchase. Typically, we seek to select securities that we believe are undervalued in relation to their intrinsic value, as indicated by multiple factors, including the earnings and cash flow potential or the asset value of the respective issuers. We also consider a company's plans for future operations on a selective basis. We may sell a security if we no longer believe the security will contribute to meeting the investment objective of the Fund. The Fund's 80% policy can be changed without shareholder approval. However, shareholders would be given at least 60 days' notice prior to any change.
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| Fund information (As of 02/28/10) |
| Equity style |
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| Total net assets |
$435.6 million |
| Class A |
$324.3 million |
| Class B |
$2.8 million |
| Class C |
$22.8 million |
| Class I |
$83.8 million |
| Class R |
$1.9 million |
| Inception date |
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| Class A |
09/15/98 |
| Class B |
05/01/02 |
| Class C |
05/01/02 |
| Class I |
09/15/98 |
| Class R |
09/01/05 |
| Dividends |
Annual |
| Capital gains |
December |
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Effective at the close of business on May 31, 2007, no new or subsequent investments will be allowed in Class B shares of the Delaware Investments® Family of Funds except through a reinvestment of dividends or capital gains or permitted exchanges. http://www.delawareinvestments.com/Corporate/shareholder/supp_bclass.pdf
Investing involves risk, including the possible loss of principal.
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, which may be obtained by visiting www.delawareinvestments.com/literature or calling 800 523-1918. Investors should read the prospectus carefully before investing.
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