About WMGRX
Macquarie Mid Cap Growth Fund R is an actively managed mutual fund focused on U.S. mid-cap growth companies. Its primary objective is capital appreciation, pursued by investing mainly in common stocks of mid-sized firms that demonstrate strong profitability, sound balance sheets, and attractive valuations. The fund employs a growth-oriented investment strategy, seeking to identify companies with varying growth profiles—such as Greenfield Growth, Stable Growth, and Unrecognized Growth—while rigorously managing risk through all stages of its investment and portfolio construction process.
By targeting mid-cap companies across diverse sectors including technology, healthcare, financial services, consumer cyclical, and real estate, the fund aims to capture the growth potential typical of this segment. Notable holdings have included firms like CoStar Group, Monolithic Power Systems, and IDEXX Laboratories, reflecting its diversified approach. Macquarie Mid Cap Growth Fund R plays a significant role for investors looking to participate in the dynamic mid-cap growth space, which can offer a balance between the stability of large-cap stocks and the rapid expansion often found among smaller companies.
Fund Family Nomura
Category Mid-Cap Growth
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol WMGRX
Share Class Class R
Index Russell MidCap Growth TR
WMGRX had a total return of -1.50% in the past year, including dividends.
Since the fund's inception, the average annual return has been 8.94%.
