About IYGIX
The Macquarie Large Cap Growth Fund Institutional Class is an actively managed mutual fund that focuses on delivering capital growth by investing primarily in stocks of large-cap, growth-oriented U.S. companies. Designed for institutional investors, the fund seeks out businesses with durable, competitively advantaged models that can thrive during both market expansions and periods of disruption. Its portfolio is concentrated, typically holding around 37 equities, with a significant allocation to the technology sector and substantial positions in industry leaders such as Microsoft, NVIDIA, Amazon, Alphabet, and Apple. By emphasizing firms with strong long-term growth prospects and robust fundamentals, the fund aims to outperform its benchmark, the Russell 1000 Growth Index. With assets under management exceeding $7.8 billion, a turnover ratio indicating a long-term investment approach, and an expense ratio of 0.64%, the fund holds a prominent place within the large growth category, serving investors seeking exposure to influential U.S. growth stocks across diverse market environments.
Fund Family Nomura
Category Large Growth
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol IYGIX
Share Class Institutional Class
Index Russell 1000 Growth TR
IYGIX had a total return of 6.31% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.18%.
