About DLHIX
Macquarie Healthcare Fund Institutional Class is an actively managed mutual fund dedicated to the healthcare sector. Its primary objective is to provide focused exposure to global companies engaged in pharmaceuticals, biotechnology, healthcare services, and related medical industries. Managed by Delaware Management Company, part of Macquarie Asset Management, the fund selects equities that represent significant innovation and growth within the healthcare field, as evidenced by major holdings such as Eli Lilly and Co, Amgen Inc, Regeneron Pharmaceuticals, and UnitedHealth Group. Institutional Class shares are specifically designed for eligible institutional investors, aiming to leverage the sector’s long-term expansion driven by demographic changes, medical advancements, and increasing healthcare demand. The fund’s concentrated portfolio means a significant portion of assets are allocated to its top holdings, reflecting a high-conviction investment approach. In the broader market, the Macquarie Healthcare Fund Institutional Class serves as a vehicle for investors seeking diversified access to the global healthcare industry through professional management and rigorous research.
Fund Family Nomura
Category Health/Biotech
Performance Rating High
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol DLHIX
Share Class Institutional Class
Index Russell 3000 Healthcare TR
DLHIX had a total return of 14.26% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.79%.
