About IGRFX
The Macquarie Mid Cap Growth Fund Class R6 is a mutual fund focused on achieving capital growth by investing primarily in the common stocks of U.S. mid-cap companies. Targeting firms that exhibit strong profitability, robust balance sheets, and attractive valuations, the fund deploys a rigorous investment approach that evaluates both growth prospects and valuations to seek opportunities across various growth stages, including greenfield and stable growth companies. The portfolio is broadly diversified, typically holding around 70 individual stocks, with significant representation in sectors such as healthcare, industrials, technology, and communication services. Key holdings may include notable mid-cap names such as CoStar Group, IDEXX Laboratories, and HubSpot. The fund’s disciplined risk management is integrated throughout the investment process to balance potential return with downside protection. Designed for institutional and retirement-oriented investors, this fund plays a significant role for those seeking access to the dynamic mid-cap segment of the U.S. equity market, often considered a growth engine between small and large-cap stocks.
Fund Family Nomura
Category Mid-Cap Growth
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol IGRFX
Share Class Class R6
Index Russell MidCap Growth TR
IGRFX had a total return of -6.17% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.90%.
