Macquarie Mid Cap Growth Fund Class A (WMGAX)

Overview

The fund is aimed at investors seeking a growth opportunity through investments in mid-capitalization companies that exhibit either high-quality traits or potential for above-average growth. Its focus on companies with market capitalizations similar to those listed in the Russell Midcap® Growth Index offers a clear insight into its targeted investment bracket. By mandating an investment of at least 80% of its net assets in these mid-cap entities, the fund positions itself as a vehicle for investors looking to leverage the dynamics and growth potential inherent in this market segment.

Products and Services

• Investment in Mid-Capitalization Companies

  The fund primarily dedicates its resources to acquiring common stocks in mid-cap companies that demonstrate substantial quality or growth prospects. This strategic focus is predicated on the belief that such companies strike a balance between the rapid growth potential of smaller entities and the stability offered by larger corporations. The selection process is rigorous, aiming to identify firms poised for growth or already exhibiting superior metrics of success within their sectors.

• Alignment with the Russell Midcap® Growth Index

  In its investment approach, the fund aligns closely with the criteria and benchmarks established by the Russell Midcap® Growth Index. This index is pivotal to understanding the fund’s market capitalization focus, as it includes companies with sizes reflective of the mid-cap segment's higher growth potential over the last 13 months at the time of acquisition. Such alignment ensures that the fund is consistently invested in companies deemed to have an optimal size for potential growth amidst market fluctuations.