About WLGCX
The Macquarie Large Cap Growth Fund Class C is a mutual fund focused on delivering capital growth by investing primarily in large-cap U.S. companies with high growth potential. The fund allocates at least 80% of its net assets to large-capitalization equities, targeting sectors and businesses believed to offer above-average prospects for appreciation. Its portfolio is concentrated among leading technology, communication services, consumer cyclical, financial, and healthcare companies—its largest holdings include industry giants such as Microsoft, NVIDIA, Alphabet, Amazon, and Apple, collectively making up a significant portion of assets. This strategy results in a growth-oriented investment style, positioning the fund squarely within the Large Growth category. With an inception date in 2000, the fund is actively managed, offering diversification across approximately 37 holdings. It carries a net expense ratio of 1.64% and a relatively low portfolio turnover, suggesting a longer-term investment perspective. The Macquarie Large Cap Growth Fund Class C plays a prominent role for investors seeking exposure to established, innovative U.S. companies with strong growth trajectories.
Fund Family Nomura
Category Large-Cap Growth
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol WLGCX
Share Class Class C
Index Russell 1000 Growth TR
WLGCX had a total return of 6.88% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.60%.
