MUTUAL FUNDS
Whether you're saving for retirement, your child's education, or another financial goal, Mutual Funds give you the flexibility to create a diversified investment portfolio. Lincoln Financial Group offers Mutual Funds through Delaware Investments, a member of Lincoln Financial Group.
Why Invest in Mutual Funds?
- Flexible and accessible - Mutual funds generally provide instant and broad diversification. You can redeem all or a portion of your investment on any business day.
- Professional Management - Knowledgeable, experienced experts oversee your investments.
- Convenient Services - Your advisor can help you manage your portfolio with direct deposit options, automatic investing, and withdrawals.
You can choose your funds based on your individual needs and goals.
Funds for long-term growth (stock funds):
- Core/Large-cap: Large, well-established companies that may be more stable. May offer greater dividend income.
- Core/Small-cap: Smaller, new companies that may have greater long-term potential.
- Growth: Companies with expected greater than average prospects for rapid growth of sales and profits.
- Value: Sound companies with good growth prospects that are selling at an attractive price. May offer greater dividend income.
- International: Emerging markets from companies all over the world.
- Balanced/allocation funds: A mix of stocks (for growth) and bonds (for income). Typically more conservative than an all-stock fund.
Funds for income (bond funds):
- Taxable: Corporate, Government and High-yield
- Tax-free. Income free of federal income taxes, including a number of state-specific funds that are also free of state income taxes.
Ask your advisor about investing in a DELAWARE INVESTMENTS® mutual fund or visit the Delaware Investments site to explore our products.
Diversification does not eliminate risk, does not guarantee a profitable investment, and does not guarantee against losses. All Delaware Investments® funds are offered by prospectus only. Prospectuses contain more complete information on fees and expenses and should be read carefully before investing. A prospectus may be downloaded from the Web site or obtained via U.S. Mail by calling Delaware's Investor Center at 800 523-1918. Delaware Investments® funds are distributed by Delaware Distributors L.P.
