Macquarie Mid Cap Growth Fund Y (WMGYX) Research

The Macquarie Mid Cap Growth Fund Y aims to achieve its investment objective by primarily allocating capital to common stocks of mid-sized companies. The portfolio management team identifies companies they believe possess either robust fundamentals or significant potential for expansion beyond the market average. Ordinarily, the fund commits a minimum of 80% of its net assets to securities issued by mid-capitalization firms. For the purpose of this fund, mid-cap companies are typically defined as those with market capitalizations comparable to the constituents of the Russell Midcap® Growth Index, based on their market value over the 13 months preceding the acquisition of their shares.

Market snapshot

Symbol
WMGYX
Price
$25.84
Day change
+1.73%
Market cap
$3.0B
52-week range
22.48-29.49
Sector
Financial Services
Industry
Asset Management

Peer companies

  • BlackRock Advantage Small Cap Core Fund (BDSKX)
  • Cohen & Steers Realty Shares Fund (CSRSX)
  • Fidelity Growth Strategies Fund (FDEGX)
  • Fidelity Freedom Blend 2035 Fund (FHASX)
  • Fidelity Trend Fund (FTRNX)
  • The Hartford MidCap Fund (HMDCX)
  • Carillon Eagle Mid Cap Growth Fund (HRAUX)
  • PRIMECAP Odyssey Stock Fund (POSKX)

Open Macquarie Mid Cap Growth Fund Y (WMGYX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.