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Macquarie Mid Cap Income Opportunities Fund R: (MF: IVORX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:52 PM ET

$17.01 USD

-0.01 (-0.06%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 8.83 21
3 months 7.97 39
6 months 6.07 82
1 Year 13.57 70
3 Year 12.34 68
5 Year 8.65 78
10 Year 10.68 48

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 7.92
5 Year 7.79
10 Year 9.80
Since Inception 8.51

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.92 5.86 5.85 -2.79
2024 7.15 -3.63 8.61 -3.14
2023 4.79 4.63 -6.03 13.90
2022 -6.52 -12.28 -4.73 8.43
2021 10.85 3.90 0.00 8.39

Annual Return

20262025202420232022202120202019201820172016
% Total Return 8.837.938.6217.36-15.2924.857.4625.91-4.8711.5521.93
% Total Return Rel to Index 2.43-10.29-16.39-8.882.90-3.82-10.93-5.57-0.48-10.249.99
% Total Return Rel to Peer 0.40-5.53-3.017.98-8.323.852.303.922.14-2.5510.56
% Perf Quintile vs Peer* 2.005.000.001.005.002.002.002.002.004.001.00
% Dividends 0.000.400.210.290.150.100.180.170.150.110.07
% Yield 0.002.051.051.910.890.471.081.061.140.810.60
Capital Gains ($) 0.002.111.790.640.400.460.000.050.300.000.00
Expense Ratio 0.001.331.331.411.581.581.591.671.681.731.80

* 1 = Top 20%, 5 = Bottom 20%