Macquarie Mid Cap Growth Fund R (WMGRX)

Overview

The company in question operates as an investment fund focusing primarily on medium-sized enterprises that exhibit high quality and/or potential for above-average growth. Its strategic approach involves dedicating at least 80% of its net assets to investing in the common stocks of mid-capitalization companies. These companies are specified to have market capitalizations that align with the issuers included in the Russell Midcap® Growth Index over the preceding 13 months at the time of acquisition. This strategy underscores the fund's commitment to harnessing the growth opportunities presented by mid-cap entities.

Products and Services

• Investment in Common Stocks of Mid-Capitalization Companies

  This core service involves the allocation of the majority of the fund's assets towards purchasing common stocks of mid-capitalization companies. The selection criteria emphasize companies that exhibit both high quality and the potential for above-average growth. This strategy is predicated on the belief that such companies offer a favorable balance of risk and reward, presenting a lucrative investment opportunity for the fund's shareholders.

• Adherence to the Russell Midcap® Growth Index Benchmark

  The fund's investment strategy is closely aligned with the performance and composition of the Russell Midcap® Growth Index. This involves investing in companies with market capitalizations similar to those listed in the index over the last 13 months at the time of acquisition. By benchmarking against this index, the fund aims to ensure that its investments are both relevant and competitive within the mid-cap growth sector.