Nasdaq - Delayed Quote USD
Wilmington Large-Cap Strategy Instl (WMLIX)
32.05
+0.12
+(0.38%)
At close: 8:09:31 AM 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.
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 | 0.55% |
| 5y Average Return | 16.98% |
| Rank in Category (ytd) | 59 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.02 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WMLIX | Category Average | WMLIX | Category Average | WMLIX | Category Average | |
| Alpha | -0.56 | -0.01 | -0.53 | -0.01 | -0.65 | -0.01 |
| BETA | 1.02 | 0.01 | 1.02 | 0.01 | 1.02 | 0.01 |
| Mean Annual Return | 1.03 | 0.01 | 1.3 | 0.01 | 1.04 | 0.01 |
| R-squared | 99.72 | 0.94 | 99.62 | 0.95 | 99.58 | 0.95 |
| Standard Deviation | 16.65 | 0.17 | 16.43 | 0.19 | 15.81 | 0.15 |
| Sharpe Ratio | 0.47 | 0 | 0.77 | 0.01 | 0.66 | 0.01 |
| Treynor Ratio | 6.83 | 0.03 | 12.13 | 0.1 | 9.58 | 0.1 |
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