- Macquarie Group, founded in Sydney in 1969, manages $720 billion in assets globally, focusing on infrastructure, renewable energy, agriculture, and real estate. Their mutual funds, like WSCYX, WASYX, and DDFAX, offer strong long-term performance, low fees, and ESG principles.
- WSCYX targets small-cap stocks under lead manager Timothy J. Miller, boasting 3-year and 5-year annualized returns of 10.5% and 6.8% with a net expense ratio of 1.14%. WASYX, managed by Stefan Lowenthal, offers returns of 17.2% and 11.4% over 3 and 5 years, with a net expense ratio of 1.11%.
- DDFAX, managed by Stephen J. Czepiel, invests in floating-rate loans with 3-year and 5-year annualized returns of 9% and 6.3% and a net expense ratio of 0.90%. These Macquarie funds, with Zacks Mutual Fund Rank #1, are recommended for long-term stability and growth.
- Zacks’ Top 10 Stocks for 2026, selected by Director of Research Sheraz Mian, have historically outperformed the S&P 500, gaining +2,530.8% since 2012. Don’t miss the release on January 5 for a chance to invest in these top-performing stocks early in the year.
Read more at Nasdaq: 3 Macquarie Mutual Funds for Long-Term Stability