Macquarie Wealth Builder Fund Q3 2025 Commentary (DDIIX)

Macquarie Asset Management 25 Follower s Follow 5 Share Save Play ( 7min ) Comments Summary For 3Q25, Macquarie Wealth Builder Fund Institutional Class shares outperformed the Fund's benchmark, a blend of 60% S&P 500® Index and 40% Bloomberg US Aggregate Index. The Fund's outperformance at the portfolio level resulted from exposure to US quality and income stocks in equities, and investment grade corporates in fixed income. During the quarter, we may adjust our exposures to reflect our convictions based on the changing economic environment. We maintain a cautiously optimistic stance on equities, with a focus on relative value opportunities. Overall, we see quality fixed income as a useful hedge in portfolios given lingering macro risks and potential for further policy shifts. ipopba/iStock via Getty Images Market review Global markets delivered a strong 3Q25, driven by investors reassessing risks that had characterized the previous quarter. While reaccelerating inflation and weakening labor markets remained key concerns, robust public and private investment in artificial intelligence ( This article was written by Macquarie Asset Management 25 Follower s Follow Macquarie 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.

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