Macquarie Growth And Income Fund Q3 2025 Commentary

Macquarie Asset Management23 FollowersFollow5ShareSavePlay(6min)CommentsSummaryUS stocks posted robust gains for 3Q25, with the major indices reaching new all-time highs toward the end of September.For 3Q, Macquarie Growth and Income Fund Institutional Class shares outperformed the Fund’s benchmark, the Russell 1000 Value Index.At the sector level, an overweight allocation to the financials sector was a top contributor, driven by positive stock selection. MicroStockHub/iStock via Getty Images Market review US stocks posted robust gains for 3Q25, with the major indices reaching new all-time highs toward the end of September. The broad market S&P 500® Index rose 8.1%, and the technology-heavy NASDAQ Composite Index was up 11.4%. Investors' expectationsThis article was written byMacquarie Asset Management23 FollowersFollowMacquarie Asset Management (MAM) is the asset management division of Macquarie Group. MAM is an integrated asset manager across public and private markets offering a diverse range of capabilities, including real assets, real estate, credit, equities and multi-asset solutions. Macquarie Group refers to Macquarie Group Limited and its subsidiaries and affiliates worldwide. Delaware Funds by Macquarie refers to certain investment solutions that MAM distributes, offers, or advises. Investment advisory services are provided to the Delaware Funds by Delaware Management Company, a series of Macquarie Investment Management Business Trust (MIMBT), a Securities and Exchange Commission (SEC) registered investment adviser.

The Delaware Funds are distributed by Delaware Distributors, L.P., a registered broker/dealer and member of the Financial Industry Regulatory Authority (FINRA) and an affiliate of MIMBT. Note: This account is not managed or monitored by Macquarie Asset Management, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use the Macquarie Asset Management's official channels.