Wilmington Diversified Financials
| WDIAX Fund | USD 13.46 0.01 0.07% |
Wilmington |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Wilmington Diversified Fund Summary
Wilmington Diversified competes with American Century, Calvert High, Pgim Esg, Western Asset, and Muzinich. Under normal circumstances, the fund invests at least 80 percent of the value of its net assets in securities that produce dividend income. The funds strategy targets a portfolio level dividend yield of two times the SP 500 dividend yield and seeks capital appreciation over a multi-year investment horizon principally through investments in U.S. large cap stocks, while maintaining low volatility versus the broader U.S. large-cap equity market.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Wilmington Funds |
| Mutual Fund Family | Wilmington Funds |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 836 2211 |
| Currency | USD - US Dollar |
Wilmington Diversified Key Financial Ratios
Wilmington Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wilmington Diversified's current stock value. Our valuation model uses many indicators to compare Wilmington Diversified value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wilmington Diversified competition to find correlations between indicators driving Wilmington Diversified's intrinsic value. More Info.Wilmington Diversified Income is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 83.29 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Wilmington Diversified's earnings, one of the primary drivers of an investment's value.Wilmington Diversified Systematic Risk
Wilmington Diversified's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Wilmington Diversified volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Wilmington Diversified correlated with the market. If Beta is less than 0 Wilmington Diversified generally moves in the opposite direction as compared to the market. If Wilmington Diversified Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Wilmington Diversified is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Wilmington Diversified is generally in the same direction as the market. If Beta > 1 Wilmington Diversified moves generally in the same direction as, but more than the movement of the benchmark.
Wilmington Diversified Thematic Clasifications
Wilmington Diversified Income is part of several thematic ideas from Conservative Funds to Small Blend Funds. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasWilmington Diversified Income is presently regarded as number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 1.66 Billion. Wilmington Diversified holds roughly 35.78 Million in net asset claiming about 2.15% of funds under Large Value category.Wilmington Diversified March 27, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Wilmington Diversified help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Wilmington Diversified Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Wilmington Diversified Income based on widely used predictive technical indicators. In general, we focus on analyzing Wilmington Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Wilmington Diversified's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8046 | |||
| Information Ratio | 0.0628 | |||
| Maximum Drawdown | 3.28 | |||
| Value At Risk | (1.32) | |||
| Potential Upside | 1.24 |
Other Information on Investing in Wilmington Mutual Fund
Wilmington Diversified financial ratios help investors to determine whether Wilmington Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wilmington with respect to the benefits of owning Wilmington Diversified security.
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine |