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Macquarie Large Cap Growth Fund Institutional: (MF: IYGIX)

(NASDAQ Mutual Funds) As of Nov 9, 2026 05:34 PM ET

$42.75 USD

+0.76 (1.81%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 5.29 75
3 months 6.89 1
6 months 20.45 12
1 Year 5.76 74
3 Year 17.34 57
5 Year 10.07 45
10 Year 16.05 11

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -46.75
Bull Market (2/09 - 3/21) 1,245.02

Load Adjusted Returns as of Sep 30, 2026

1 Year 5.76
5 Year 10.07
10 Year 16.05
Since Inception 12.05

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -12.58 12.68 6.89 NA
2025 -6.78 11.23 4.76 0.45
2024 9.71 5.37 4.20 3.14
2023 12.92 12.85 -4.21 13.17
2022 -9.13 -19.51 -4.80 5.19
2021 1.48 13.53 1.25 11.87

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.289.1224.2538.15-26.7730.5231.1736.822.3729.381.36
% Total Return Rel to Index -7.45-9.10-0.7711.90-8.561.8312.775.336.767.58-10.57
% Total Return Rel to Peer -4.02-3.594.8515.15-7.078.4611.268.409.238.70-6.45
% Perf Quintile vs Peer* 5.004.002.001.004.001.002.001.001.001.005.00
% Dividends 0.000.000.000.000.000.000.010.060.000.030.00
% Yield 0.000.000.000.000.000.000.030.220.000.150.00
Capital Gains ($) 0.003.060.600.912.883.411.963.062.790.970.91
Expense Ratio 0.640.650.640.640.640.640.690.730.880.880.88

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