About WMGCX
The Macquarie Mid Cap Growth Fund Class C is a mutual fund focused on capital growth through investments in U.S. mid-capitalization companies. Its primary objective is to achieve capital appreciation by selecting common stocks of firms that demonstrate above-average growth potential, strong profitability, robust balance sheets, and attractive valuations. The fund uses a growth-oriented investment style, targeting companies typically positioned between small and large caps, which often present dynamic opportunities for expansion and innovation.
This fund diversifies its holdings across a wide range of sectors, including technology, healthcare, real estate, consumer cyclical, financial services, industrials, and communication services. Examples of top portfolio holdings include companies like CoStar Group, Monolithic Power Systems, and The Trade Desk, reflecting its sector diversification. The Macquarie Mid Cap Growth Fund incorporates a disciplined risk management process throughout its investment and portfolio construction phases, aiming to manage volatility and support portfolio stability.
As part of the mid-cap growth category, the fund serves investors looking for participation in the growth potential of emerging and established U.S. companies that are larger than small-caps but not as mature as large-caps. Its actively managed approach seeks to identify opportunities among companies believed to be leaders or up-and-coming innovators in their industries.
Fund Family Nomura
Category Mid-Cap Growth
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol WMGCX
Share Class Class C
Index Russell MidCap Growth TR
WMGCX had a total return of -7.16% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.10%.
