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Macquarie Core Equity Fund A: (MF: WCEAX)
(NASDAQ Mutual Funds) As of Jun 27, 2025 08:00 PM ET
$18.35 USD
+0.17 (0.94%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund was incepted in September 1992 and is managed by Waddell & Reed Investment Management Company (WRIMCO). The fund seeks capital growth and income by primarily investing in common stocks of large U.S. and foreign companies with dominant market positions in their industries. The fund invests in securities that have the potential for capital appreciation or that WRIMCO expects to resist market decline. Although the fund typically invests in large companies, it may invest in securities of any size company. Dividends and capital gains, if any, are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Macquarie Core Equity A | WCEAX | 5.75 | NA | 0.00 | 0.25 | 0.64 | 1.00 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Ivy Core Equity C | WTRCX | 12.11 | 9/21/1992 | 0.00 | 12.62 | 14.32 | 15.28 |
| Ivy Core Equity Y | WCEYX | 21.06 | 12/29/1995 | 0.24 | 13.50 | 15.25 | 16.31 |
| Ivy Core Equity A | WCEAX | 18.35 | 7/3/2000 | 0.16 | 13.51 | 15.23 | 16.24 |
| Ivy Core Equity I | ICIEX | 22.44 | 4/3/2007 | 0.23 | 13.78 | 15.52 | 16.49 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Macquarie Core Equity A | WCEAX | 1000 | 100 | 250 | A |
Contact Information
| Family | Macquarie |
| Address | 2005 Market St. Philadelphia, PA 19103 |
| Phone | 800 523-1918 |