Macquarie Large Cap Growth Fund Institutional
IYGIX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Overland Park, KS 66202 Overland Park KS United States of America 66202
- IPO Date
- Apr 2, 2007
- CIK
- 0000883622
- Website
- macquarie.com
- Similar Companies
- Business
- Macquarie Large Cap Growth Fund Institutional (IYGIX) is an open-end mutual fund that seeks capital appreciation by investing primarily in a diversified portfolio of common stocks issued by large-capitalization, growth-oriented companies, with at least 80% of net assets typically allocated to such equities under normal circumstances; the fund emphasizes U.S. stocks comprising approximately 94.5% of assets, supplemented by non-U.S. holdings, across key sectors including technology (42.8%), financial services (15.4%), consumer cyclical (12.0%), healthcare (10.5%), and industrials (6.8%). Top holdings include Microsoft Corp. (13.2%), NVIDIA Corp. (8.9%), Amazon.com Inc. (7.4%), Apple Inc. (6.9%), and Alphabet Inc. (6.1%), representing 42.5% of the portfolio; the institutional share class features a net expense ratio of 0.64%, no loads, and a minimum initial investment of $0. The fund targets institutional investors and focuses on companies with earnings expected to grow faster than the broader economy, maintaining low portfolio turnover within the large growth category. Launched on April 2, 2007, and domiciled in the United States with total net assets of approximately $7.81 billion (share class assets $4.37 billion), it is managed by Macquarie Investment Management from its headquarters at 2005 Market St., Philadelphia, PA. In a significant recent development completed on November 30, 2025, Macquarie Asset Management sold its North American and European public investments business, including this fund, to Nomura for approximately A$2.8 billion (US$1.8 billion), resulting in its rebranding to Nomura Large Cap Growth Fund Institutional while retaining the IYGIX ticker; this transaction established a strategic partnership between Macquarie and Nomura for product distribution and co-development of investment strategies targeting U.S. wealth clients and Japanese markets. The fund continues under experienced management, including Bradley Klapmeyer (since August 2016) and Bradley Angermeier (since October 2021), delivering competitive performance with low costs relative to peers.