Macquarie Small Cap Value Fund Q3 2025 Performance Review

The institutional‑class shares of Macquarie Small Cap Value Fund under‑performed in Q3 2025 relative to its benchmark, Russell 2000 Value Index. While the Russell 2000 Value surged 12.60% over the quarter, the fund failed to keep pace, lagging behind that strong benchmark return. The underperformance may reflect challenges in stock selection within the small‑cap value segment, where macroeconomic headwinds or valuation pressures might have weighed on the fund’s holdings — especially compared with broader small‑cap value peers benefiting from more favorable conditions. For investors, the quarter is a reminder that even well‑managed small‑cap value funds can struggle when their benchmark rallies sharply. That said, underperformance in a strong benchmark quarter doesn’t necessarily reflect poor long‑term strategy — but it does highlight the volatile nature of small‑cap investing. #SmallCapValue #MacquarieFund #Q32025 #Russell2000Value #SlimScan #GrowthStocks #CANSLIM