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Macquarie Mid Cap Growth C (WMGCX)

17.02
+0.15
+(0.89%)
At close: May 16 at 8:04:31 PM EDT
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  • Previous Close 16.87
  • YTD Return -10.43%
  • Expense Ratio 1.79%
  • Category Mid-Cap Growth
  • Last Cap Gain 33.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 4.74B
  • Beta (5Y Monthly) 1.23
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 27.00%
  • Last Dividend --
  • Inception Date Apr 2, 2007

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

4.74B

Net Assets

2007-04-02

Inception Date

Performance Overview: WMGCX

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Trailing returns as of 5/15/2025. Category is Mid-Cap Growth.

YTD Return

WMGCX
10.43%
Category
10.80%
 

1-Year Return

WMGCX
9.06%
Category
48.17%
 

3-Year Return

WMGCX
0.53%
Category
21.26%
 

5-Year Return

WMGCX
5.77%
Category
20.18%
 

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Holdings: WMGCX

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Sector Weightings

SectorWMGCX
Technology   32.73%
Industrials   19.07%
Healthcare   18.18%
Real Estate   4.32%
Utilities   0.00%
Energy   0.00%

Recent News: WMGCX

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Research Reports: WMGCX

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