IMACX Mutual Fund

NAV$9.05

Fund Essentials

Net Assets
$2M
Expense Ratio
1.76%
Dividend Yield (Current)
3.29%
Holdings
498
Inception Date
Oct 1, 2015
Fund Family
Delaware Funds by Macquarie
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD+0.38%
1 Year-0.43%
3 Year-0.03%
5 Year+5.89%

Asset Allocation

Stocks: 52.05%
Bonds: 37.40%
Cash: 2.14%
Other: 8.41%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
3.29%
Frequency
Quarterly
Latest Distribution
$0.27
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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IMACX Mutual Fund Overview

IMACX Mutual Fund (Macquarie Multi-Asset Income Fund Class C) is managed by Delaware Funds by Macquarie with $1.9M in net assets. IMACX expense ratio is 1.76%, holding 498 positions across various sectors. Inception date: 2015-10-01.

IMACX performance shows a YTD return of 0.38%. The 1-year return is -0.43% and the 5-year return is 5.89%. IMACX dividend yield stands at 3.29%, paid quarterly.

IMACX top holdings include a diversified portfolio. View all IMACX holdings, sector breakdown, or dividend history.

IMACX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IMACX alternatives are available via the screener, along with tax-loss harvesting opportunities.