About WLGRX
Macquarie Large Cap Growth Fund R is a mutual fund specializing in large-cap growth equities. Its primary purpose is to provide investors exposure to established, high-growth U.S. companies with durable business models and competitive advantages. The fund is actively managed, utilizing a disciplined, long-term approach that emphasizes fundamental research in stock selection. Portfolio managers focus on owning businesses capable of generating sustained growth and compounding returns, even amid market disruption, by prioritizing quality and resilience.
Key features include a concentrated portfolio—typically holding 35 to 50 stocks—with significant allocations to dominant firms in sectors such as technology, consumer discretionary, and healthcare. As of the latest available data, its top holdings comprise industry leaders like Microsoft, NVIDIA, Apple, Amazon, and Alphabet, reflecting a technology tilt and a conviction-driven investment process. The fund’s risk-managed framework seeks to balance upside potential with lower volatility, making it a prominent choice within the large growth mutual fund category for long-term wealth creation and participation in the performance of leading U.S. corporations.
Fund Family Nomura
Category Large Growth
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol WLGRX
Share Class Class R
Index Russell 1000 Growth TR
WLGRX had a total return of 5.78% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.09%.
