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Macquarie Core Equity Fund Class Y (WCEYX)

18.88
-0.86
(-4.36%)
At close: 8:02:21 PM EDT
Loading Chart for WCEYX
  • Previous Close 19.74
  • YTD Return 2.23%
  • Expense Ratio 0.99%
  • Category Large Blend
  • Last Cap Gain 50.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 3.83B
  • Beta (5Y Monthly) 1.00
  • Yield 0.25%
  • 5y Average Return --
  • Holdings Turnover 35.00%
  • Last Dividend 0.06
  • Inception Date Jul 3, 2000

The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets in equity securities, primarily in common stocks of large-capitalization companies. It seeks to invest in companies that the manager believes are high-quality, have sustainable competitive advantages accompanied by financial strength and earnings stability, and have leading positions in their industries. The fund invests in securities that have the potential for capital appreciation, or that the manager expects to resist market decline.

Macquarie

Fund Family

Large Blend

Fund Category

3.83B

Net Assets

2000-07-03

Inception Date

Performance Overview: WCEYX

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Trailing returns as of 4/1/2025. Category is Large Blend.

YTD Return

WCEYX
2.23%
Category
5.31%
 

1-Year Return

WCEYX
18.41%
Category
20.31%
 

3-Year Return

WCEYX
12.86%
Category
6.48%
 

5-Year Return

WCEYX
17.48%
Category
11.78%
 

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Holdings: WCEYX

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Sector Weightings

SectorWCEYX
Technology   33.41%
Industrials   8.66%
Healthcare   7.69%
Utilities   1.27%
Energy   1.23%
Real Estate   0.00%

Recent News: WCEYX

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Research Reports: WCEYX

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