About WLGAX
Macquarie Large Cap Growth Fund Class A is a mutual fund focused on delivering long-term capital appreciation by investing primarily in large-cap, growth-oriented companies. The fund targets businesses with enduring, competitively advantaged business models that demonstrate the potential for sustained growth and resilience against market disruption. Its investment approach emphasizes fundamental, active stock selection, aiming to identify durable companies capable of participating in rising markets and weathering industry headwinds.
The portfolio is typically concentrated, with a significant portion allocated to leading sectors such as technology, consumer cyclical, communication services, financial services, and healthcare. Notable holdings often include prominent industry leaders like Microsoft, NVIDIA, Alphabet, Amazon, and Apple. This strategy is benchmarked against the Russell 1000 Growth Index and fits within the large growth category, appealing to investors seeking exposure to established, innovative firms.
The fund is managed by Delaware Management Company and benefits from the global resources of Macquarie Asset Management. It maintains a focus on fundamental analysis and risk management, aiming to balance upside participation with a disciplined investment process.
Fund Family Nomura
Category Large-Cap Growth
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol WLGAX
Share Class Class A
Index Russell 1000 Growth TR
WLGAX had a total return of 7.65% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.46%.
