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Macquarie Large Cap Growth Fund Y: (MF: WLGYX)

(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET

$39.47 USD

-0.14 (-0.35%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 3.55 68
3 months 11.17 43
6 months 3.55 68
1 Year 11.17 62
3 Year 20.95 24
5 Year 15.07 34
10 Year 15.03 9

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 124.63
Bear Market (10/07 - 2/09) -46.82
Bull Market (2/09 - 3/21) 1,076.37

Load Adjusted Returns as of Jun 30, 2025

1 Year 11.17
5 Year 15.07
10 Year 15.03
Since Inception 8.95

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -6.84 11.17 NA NA
2024 9.64 5.30 4.12 3.10
2023 12.86 12.80 -4.32 13.13
2022 -9.22 -19.63 -4.85 5.12
2021 1.43 13.40 1.22 11.80
2020 -13.23 25.44 10.84 8.32

Annual Return

20252024202320222021202020192018201720162015
% Total Return 3.5523.9537.81-27.0330.1830.6936.442.1129.161.176.91
% Total Return Rel to Index -2.65-1.0611.56-8.821.5012.294.956.507.36-10.755.52
% Total Return Rel to Peer -1.584.5614.81-7.338.1210.778.018.978.48-6.648.51
% Perf Quintile vs Peer* 0.000.001.004.001.002.001.001.001.005.001.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.600.912.883.311.903.032.790.970.911.18
Expense Ratio 0.900.890.950.950.981.011.051.051.061.061.06

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