Nasdaq - Delayed Quote USD
Macquarie Large Cap Growth Fund Y (WLGYX)
36.95
-0.30
(-0.81%)
At close: May 23 at 8:02:21 PM EDT
Fund Summary
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 37.83% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 20 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -2.66% |
| 5y Average Return | 15.01% |
| Rank in Category (ytd) | 46 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WLGYX | Category Average | WLGYX | Category Average | WLGYX | Category Average | |
| Alpha | 0.7 | 0.03 | -1.53 | 0.04 | 1.32 | 0.01 |
| BETA | 1.06 | 0.01 | 1.11 | 0.01 | 1.03 | 0.01 |
| Mean Annual Return | 1.17 | 0.02 | 1.31 | 0.02 | 1.21 | 0.01 |
| R-squared | 92.06 | 0.89 | 92 | 0.87 | 90.17 | 0.87 |
| Standard Deviation | 18.01 | 0.2 | 18.67 | 0.16 | 16.77 | 0.15 |
| Sharpe Ratio | 0.52 | 0.01 | 0.69 | 0.01 | 0.75 | 0.01 |
| Treynor Ratio | 8.01 | 0.21 | 10.93 | 0.21 | 11.57 | 0.15 |
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