Nasdaq - Delayed Quote USD

Macquarie Large Cap Growth Fund Y (WLGYX)

36.95
-0.30
(-0.81%)
At close: 8:02:21 PM EDT
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  • Previous Close 37.25
  • YTD Return -7.11%
  • Expense Ratio 0.89%
  • Category Large Growth
  • Last Cap Gain 61.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 7.57B
  • Beta (5Y Monthly) 1.06
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 9.00%
  • Last Dividend 0.01
  • Inception Date Apr 2, 2007

The fund seeks to achieve its objective by investing primarily in a portfolio of common stocks issued by large-capitalization, growth-oriented companies that the manager believes have a competitively advantaged business model, thereby eluding competition, and have the ability to sustain growth over the long term beyond investors’ expectations. Under normal circumstances, the fund invests at least 80% of its net assets in large-capitalization companies, which typically are companies with market capitalizations of at least $10 billion at the time of acquisition. It is non-diversified.

Macquarie

Fund Family

Large Growth

Fund Category

7.57B

Net Assets

2007-04-02

Inception Date

Performance Overview: WLGYX

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Trailing returns as of 5/23/2025. Category is Large Growth.

YTD Return

WLGYX
7.11%
Category
12.38%
 

1-Year Return

WLGYX
10.35%
Category
41.70%
 

3-Year Return

WLGYX
13.17%
Category
22.56%
 

5-Year Return

WLGYX
14.98%
Category
21.98%
 

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Holdings: WLGYX

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Sector Weightings

SectorWLGYX
Technology   42.11%
Healthcare   11.03%
Industrials   6.68%
Real Estate   3.47%
Utilities   0.00%
Energy   0.00%

Recent News: WLGYX

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Research Reports: WLGYX

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