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Macquarie Smid Cap Core Fund Class Y (IYSYX)

16.46
-1.19
(-6.74%)
At close: 8:01:15 PM EDT
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  • Previous Close 17.65
  • YTD Return -1.19%
  • Expense Ratio 1.14%
  • Category Small Blend
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 345.43M
  • Beta (5Y Monthly) 1.06
  • Yield 0.51%
  • 5y Average Return --
  • Holdings Turnover 13.00%
  • Last Dividend 0.01
  • Inception Date Jul 31, 2014

The fund invests primarily in various types of equity securities of small- and mid-capitalization companies that the manager believes have the greatest potential for capital appreciation. At least 80% of the fund's net assets will be invested in common stocks of small- and mid-capitalization companies. Small-capitalization companies typically are companies with market capitalizations similar to those of issuers included in the Russell 2500TM Index at the time of purchase and mid-capitalization companies are those within the market capitalization range of the Russell Midcap® Index at the time of purchase.

Macquarie

Fund Family

Small Blend

Fund Category

345.43M

Net Assets

2014-07-31

Inception Date

Performance Overview: IYSYX

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Trailing returns as of 4/2/2025. Category is Small Blend.

YTD Return

IYSYX
1.19%
Category
20.19%
 

1-Year Return

IYSYX
10.38%
Category
60.18%
 

3-Year Return

IYSYX
6.09%
Category
11.32%
 

5-Year Return

IYSYX
10.45%
Category
13.88%
 

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Holdings: IYSYX

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Sector Weightings

SectorIYSYX
Industrials   21.37%
Technology   14.83%
Healthcare   14.16%
Real Estate   6.16%
Energy   5.03%
Utilities   1.67%

Recent News: IYSYX

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Research Reports: IYSYX

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