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Wilmington Large-Cap Strategy Instl (WMLIX)

31.53 +0.14 (+0.45%)
At close: 8:01 PM EDT

Fund Summary

Under normal circumstances, the fund invests at least 80% of the value of its net assets in a diversified portfolio of U.S. equity (or equity-related) securities of large-cap companies (primarily common stocks). Large-cap companies are companies that have a market capitalization at the time of purchase at least equal to that of the smallest company in the Russell 1000® Index, or at least equal to that of the smallest company expected to be included in the Russell 1000 Index after its next scheduled reconstitution.

Wilmington Large-Cap Strategy Instl

Baltimore, MD 21202
100 e. Pratt Street,17th Floor
1-800-836-2211

Fund Overview

Category Large Blend
Fund Family Wilmington Funds
Net Assets 591.73M
YTD Return 18.47%
Yield 1.04%
Morningstar Rating
Inception Date Jul 01, 2003

Fund Operations

Last Dividend 0.15
Last Cap Gain 76.00
Holdings Turnover 7.00%
Average for Category --

Fees & Expenses

Expense WMLIX Category Average
Annual Report Expense Ratio (net) 0.25% 0.78%
Prospectus Net Expense Ratio 0.25% --
Prospectus Gross Expense Ratio 0.37% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Karen is responsible quantitative and ESG (environmental, social, and governance) data analytics that support the equity strategies. She is also co-portfolio manager of the Wilmington Trust ESG Equity strategy. She has nearly two decades of investment experience with Wilmington Trust Investment Advisors, Inc. and its parent company, M&T Bank, where previously she was a quantitative analyst focused on stock selection strategies for the domestic equity market. She is a CFA® charterholder and holds a master’s degree in finance and accounting from the University of Rochester and a bachelor’s degree in mathematics and economics from York University, Toronto, Canada.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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