Macquarie Mid Cap Growth Fund Institutional Class (IYMIX)

Overview

The fund is designed to cater to investors looking for exposure to mid-capitalization companies with the potential for high growth and quality. It primarily focuses on investing in common stocks of companies that, according to the fund manager's assessment, hold significant quality and/or potential for above-average growth. This strategic positioning targets a segment of the market that can offer a unique balance between the rapid growth possibilities often found in smaller companies and the stability often associated with larger corporations. The fund's investment approach is driven by a commitment to include at least 80% of its net assets in securities of mid-cap companies, aligning its operations closely with the market capitalizations found within the Russell Midcap® Growth Index over a look-back period of the last 13 months at the time of acquisition. This adherence to a mid-cap focus reflects a carefully considered strategy to capture the dynamic growth of mid-sized enterprises while navigating the inherent market risks.

Products and Services

The fund offers a distinctive investment product focused on mid-capitalization companies:

• Investment in Mid-Cap Common Stocks: The main product of the fund involves the strategic investment in common stocks of mid-capitalization companies. This service is tailored for investors who are seeking to leverage the growth potential and quality of mid-sized companies. The selection process is rooted in thorough analysis and a belief in the companies' abilities to offer above-average growth opportunities. The fund's commitment to this segment is underscored by its policy to invest at least 80% of its net assets in such securities, thereby offering a focused investment vehicle that aims to capture the unique market dynamics of this category.
• Alignment with the Russell Midcap® Growth Index: In determining its investment universe, the fund uses the Russell Midcap® Growth Index as a reference point. This service involves continuously monitoring the market capitalizations of companies within this index over the previous 13 months to ensure the fund's investments align with its mid-cap focus. By maintaining a close correlation with the index, the fund aims to provide its investors with a reliable benchmark for the potential performance and growth opportunities available within the mid-capitalization sector. This methodology supports the fund's objective to combine the pursuit of growth with a risk-conscious approach to selecting its equity investments.