About IYMIX
The Macquarie Mid Cap Growth Fund Institutional Class is an actively managed mutual fund focused on achieving long-term capital growth by investing primarily in high-quality, U.S. mid-cap companies displaying strong profitability, robust balance sheets, and compelling valuations. The fund employs a disciplined, bottom-up investment approach to identify growth opportunities across diverse sectors, notably technology, healthcare, industrials, consumer cyclical, and real estate. Its managers, supported by a seasoned research team, analyze companies for their business model durability, management capability, and long-term growth prospects, emphasizing risk management throughout the portfolio construction process.
The fund’s strategy segments growth companies into categories such as Greenfield Growth, Stable Growth, and Unrecognized Growth, seeking to leverage market inefficiencies in the mid-cap space. Benchmarking itself against the Russell Midcap Growth Index, the fund typically maintains a diversified allocation with notable sector overweights based on fundamental analysis rather than broad macroeconomic bets. With a history dating back to 2000 and significant assets under management, the Macquarie Mid Cap Growth Fund Institutional Class serves institutional investors aiming for exposure to dynamic U.S. mid-cap equities with above-average growth potential.
Fund Family Nomura
Category Mid-Cap Growth
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol IYMIX
Share Class Institutional Class
Index Russell MidCap Growth TR
IYMIX had a total return of -5.17% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.60%.
