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Macquarie Core Equity Fund A: (MF: WCEAX)

(NASDAQ Mutual Funds) As of Jul 31, 2026 06:06 PM ET

$18.87 USD

+0.19 (1.02%)

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 Nov 30, 2019

Total Return %* Percentile Rank Objective
YTD 27.80 7
3 months 6.28 67
6 months 16.66 3
1 Year 16.37 9
3 Year 13.79 18
5 Year 8.40 41
10 Year 12.23 25

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 99.30
Bear Market (10/07 - 2/09) -46.90
Bull Market (2/09 - 3/21) 358.32

Load Adjusted Returns as of Nov 30, 2019

1 Year -1.86
5 Year 6.83
10 Year 11.19
Since Inception 5.22

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2019 11.78 5.56 2.88 NA
2018 1.09 4.19 5.97 -14.52
2017 4.63 1.40 6.76 6.24
2016 -1.92 1.33 4.41 -0.29
2015 1.63 -0.70 -8.03 6.88
2014 0.93 5.27 -0.13 2.82

Annual Return

20192018201720162015201420132012201120102009
% Total Return 27.80-4.5820.363.46-0.799.1032.2218.190.8620.3423.12
% Total Return Rel to Index 0.15-0.19-1.43-8.46-2.18-4.53-0.152.20-1.235.28-3.29
% Total Return Rel to Peer 5.482.972.95-7.852.420.213.264.191.446.28-2.82
% Perf Quintile vs Peer* 1.002.002.005.002.004.003.001.003.001.004.00
% Dividends 0.000.090.020.040.000.000.040.040.000.000.01
% Yield 0.490.610.170.340.020.000.260.380.000.000.19
Capital Gains ($) 0.001.900.900.440.971.100.780.080.370.170.00
Expense Ratio 1.021.041.151.151.151.151.231.271.401.441.46

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