Macquarie Global Allocation Class C
IWGCX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
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Performance
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Forward Dividend Yield
Price
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NAV
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Company Information
Provider
Macquarie
Manager/Tenure
(Years)
(Years)
Stefan Löwenthal (0), Jurgen Wurzer (0), Aaron D. Young (0)
Website
Address
Macquarie
New York NY - 10019
New York NY - 10019
Country
United States
Phone Number
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Investment Strategy
The investment seeks to provide total return. The fund is a fund-of-funds that seeks to achieve its objective primarily by allocating its assets among a diverse group of equity and fixed-income mutual funds, including affiliated and unaffiliated equity and fixed-income mutual funds and unaffiliated exchange-traded funds (ETFs), and directly investing in stocks and bonds. Under normal circumstances, the fund's “policy” asset mix is 65% invested in equities and 35% invested in fixed income.