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Wilmington Real Asset Fund Class Institutional (WMRIX)

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15.13 -0.03    -0.20%
07/10 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 415.62M
Wilmington Multi-Manager Real Asst Instl 15.13 -0.03 -0.20%

WMRIX Overview

 
Find basic information about the Wilmington Real Asset Fund Class Institutional mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add WMRIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change3.06%
Prev. Close15.16
Risk Rating
TTM Yield2.58%
ROE9.63%
IssuerN/A
Turnover6%
ROA3.03%
Inception Date37803
Total Assets415.62M
Expenses0.57%
Min. Investment100,000
Market Cap15.43B
CategoryGlobal Moderate Allocation
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Wilmington Real Asset Fund Class Institutional Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1090 1043 1074 1081 1368 1560
Fund Return 8.96% 4.34% 7.37% 2.63% 6.46% 4.54%
Place in category 339 386 365 403 240 299
% in Category 83 94 90 100 69 96

Top Equity Funds by Wilmington Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wilmington Large-Cap Strategy Instl 618.5M 10.53 19.04 14.05
  Wilmington Multi-Manager Intl Instl 540.48M 23.53 15.89 6.91
  Wilmington Municipal Bond Instl 349.45M 1.90 2.89 1.74
  Wilmington Global Alpha Equities I 252.67M 7.35 8.57 4.23

Top Funds for Global Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Income Fund of Amer 82.84B 13.15 11.43 8.53
  American Funds Income Fund of A R6 25.6B 13.36 11.78 8.85
  Vanguard STAR Inv 23.58B 10.23 11.55 8.55
  Vanguard LifeStrategy Moderate Gr I 23.13B 10.79 11.70 7.68
  American Funds Global Balanced R6 17.23B 12.04 11.79 6.73

Top Holdings

Name ISIN Weight % Last Change %
DFA Commodity Strategy Institutional - 25.42 - -
Vanguard Commodity Strategy Admiral - 17.58 - -
  Schwab U.S. REIT US8085248479 5.40 21.29 -0.23%
  Vanguard Global ex-U.S. Real Estate Index Fund Sha US9220426764 3.55 47.47 -0.79%
Tortoise Energy Infrastructure TR Ins - 3.18 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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