About WCEAX
Macquarie Core Equity Fund Class A is a mutual fund designed to pursue long-term capital growth by investing primarily in large-cap U.S. companies. The fund typically allocates at least 80% of its assets to equity securities, focusing on companies deemed to have high quality, sustainable competitive advantages, financial strength, and stable earnings. Its investment approach involves a concentrated portfolio, often selecting stocks that are expected to benefit from underappreciated, multi-year earnings catalysts.
The portfolio manager leverages over two decades of experience to construct a blend-oriented mix that is broadly representative of the U.S. market, spanning multiple sectors such as technology, consumer services, and healthcare. This strategy results in a portfolio where the top ten holdings may constitute over a third of assets, frequently including leading firms like Microsoft, Amazon, and Apple. Categorized as a large blend fund, Macquarie Core Equity Fund Class A aims to balance growth and value characteristics, appealing to investors seeking diversified exposure to major U.S. industries while managing risk through selective stock choice and sector allocation.
Fund Family Nomura
Category Large Blend
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol WCEAX
Share Class Class A
Index S&P 500 TR
WCEAX had a total return of 11.14% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.13%.
