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Macquarie Mid Cap Growth I (IYMIX)

23.53
-0.61
(-2.53%)
At close: 8:03:56 PM EDT
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  • Previous Close 24.14
  • YTD Return -8.62%
  • Expense Ratio 0.79%
  • Category Mid-Cap Growth
  • Last Cap Gain 33.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 4.97B
  • Beta (5Y Monthly) 1.23
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 27.00%
  • Last Dividend --
  • Inception Date Jul 31, 2014

The fund seeks to achieve its objective by investing primarily in common stocks of mid-capitalization companies that the manager believes are high quality and/or offer above-average growth potential. Under normal circumstances, it invests at least 80% of its net assets in the securities of mid-capitalization companies, which, for purposes of this fund typically are companies with market capitalizations similar to those of issuers included in the Russell Midcap® Growth Index over the last 13 months at the time of acquisition.

Macquarie

Fund Family

Mid-Cap Growth

Fund Category

4.97B

Net Assets

2014-07-31

Inception Date

Performance Overview: IYMIX

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Trailing returns as of 4/7/2025. Category is Mid-Cap Growth.

YTD Return

IYMIX
8.62%
Category
10.80%
 

1-Year Return

IYMIX
12.57%
Category
48.17%
 

3-Year Return

IYMIX
3.00%
Category
21.26%
 

5-Year Return

IYMIX
10.82%
Category
20.18%
 

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Holdings: IYMIX

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Sector Weightings

SectorIYMIX
Technology   34.26%
Industrials   18.71%
Healthcare   17.96%
Real Estate   4.08%
Utilities   0.00%
Energy   0.00%

Recent News: IYMIX

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Research Reports: IYMIX

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