Nasdaq - Delayed Quote USD
Wilmington Large-Cap Strategy Instl (WMLIX)
31.62
+0.06
+(0.19%)
As of 8:06:56 AM EST. Market Open.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 32.78% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 18 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -0.82% |
| 5y Average Return | 13.69% |
| Rank in Category (ytd) | 37 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WMLIX | Category Average | WMLIX | Category Average | WMLIX | Category Average | |
| Alpha | -0.66 | -0.01 | -0.49 | -0.01 | -0.5 | -0.01 |
| BETA | 1.01 | 0.01 | 1.02 | 0.01 | 1.02 | 0.01 |
| Mean Annual Return | 0.79 | 0.01 | 1.25 | 0.01 | 1.11 | 0.01 |
| R-squared | 99.75 | 0.94 | 99.71 | 0.95 | 99.53 | 0.95 |
| Standard Deviation | 17.63 | 0.17 | 18.55 | 0.19 | 15.74 | 0.15 |
| Sharpe Ratio | 0.3 | 0 | 0.67 | 0.01 | 0.73 | 0.01 |
| Treynor Ratio | 3.96 | 0.03 | 11.33 | 0.1 | 10.68 | 0.1 |
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