Macquarie Mid Cap Growth Fund Class C (WMGCX)

Overview

The company manages a fund that primarily focuses on investment in mid-capitalization companies exhibiting high quality and/or demonstrating above-average growth potential. The investing strategy centers on common stocks of these mid-cap entities, believing them to present valuable opportunities for investors. The fund establishes a criteria for investment based on the market capitalization of companies, aligning with those found in the Russell Midcap® Growth Index. This benchmark is used to guide the fund's acquisition strategy, ensuring that at least 80% of the net assets are invested in securities of mid-capitalization companies, as defined over the last 13 months at the time of acquisition.

Products and Services

• Mid-Capitalization Common Stock Investments

The fund's primary product is its strategic investment in common stocks of mid-cap companies. This focus stems from the belief that mid-cap companies, defined by their market capitalization being similar to those included in the Russell Midcap® Growth Index, offer significant growth potential or are considered to be of high quality. The investment approach emphasizes selecting companies that, through rigorous analysis, are determined to have solid growth prospects or superior quality, making them prime candidates for the fund’s portfolio. By maintaining at least 80% of its net assets in these securities, the fund aims to leverage the dynamic nature and potential of mid-cap firms to achieve its investment objective.