About DCCCX
Macquarie Small Cap Core Fund Class C is a mutual fund that focuses on achieving long-term capital appreciation by investing primarily in stocks of small U.S. companies. The fund targets firms that the management team believes offer attractive valuations, strong growth prospects, and robust cash flows. Managed by a dedicated small-cap investment team with a rigorous stock selection process, the fund seeks opportunities within the typically under-researched small-cap segment of the U.S. equity market. Its portfolio spans various sectors, such as industrials, technology, healthcare, consumer cyclical, basic materials, financial services, and energy, providing broad diversification across the small-cap space. The fund is categorized within the "small blend" category, blending both value and growth-oriented small-cap stocks. While the fund has a higher expense ratio compared to industry peers, it offers investors exposure to a diversified basket of 134 holdings, aiming to capitalize on the growth potential of emerging and established small companies. With an inception date in 2005, the fund plays a distinctive role in portfolios seeking to harness the potential of U.S. small-cap equities for capital growth.
Fund Family Nomura
Category Small Blend
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol DCCCX
Share Class Class C
Index Russell 2000 TR
DCCCX had a total return of 8.99% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.74%.
