Macquarie Small Cap Core Fund R (DCCRX)

Overview

The fund focuses on investing predominantly in small companies displaying a blend of favorable valuations, promising growth opportunities, and robust cash flow. To ensure adherence to its investment strategy, the fund commits at least 80% of its net assets, alongside any borrowed funds for investment purposes, to small-capitalization companies. These are defined as entities that fall within the market capitalization spectrum of the Russell 2000® Index at the time of acquisition. This approach underscores the fund's dedication to harnessing the potential of small-cap investments as a cornerstone of its portfolio construction.

Products and Services

• Investment in Small-Cap Stocks - The core offering of the fund is its focus on small-cap stocks, particularly those companies that exhibit qualities like attractive valuations, growth prospects, and strong cash flows. This is in line with its strategy to invest in companies that fall within the market cap range of the Russell 2000® Index when they are purchased. By targeting these companies, the fund aims to provide investors with a unique blend of growth potential and valuation opportunities.

• Adherence to the 80% Policy - A substantial portion of the fund's resources, at least 80% of its net assets plus any borrowed funds, is dedicated to investments in small-capitalization companies. This commitment aligns with its strategic goal of capturing the dynamism and potential higher returns associated with the small-cap market, thereby potentially delivering superior performance to its investors over time.