Wilmington Diversified Income Fund Quote
| WDIAX Fund | USD 13.51 0.11 0.82% |
PerformanceWeak
| Odds Of DistressLow
|
Wilmington Diversified is trading at 13.51 as of the 25th of March 2025; that is 0.82 percent up since the beginning of the trading day. The fund's open price was 13.4. Wilmington Diversified has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 25th of December 2024 and ending today, the 25th of March 2025. Click here to learn more.
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. More on Wilmington Diversified Income
Moving together with Wilmington Mutual Fund
Wilmington Mutual Fund Highlights
| Thematic Ideas | (View all Themes) |
| Fund Concentration | Wilmington Funds, Large Value Funds, Conservative Funds, Small Blend Funds, Large Value, Wilmington Funds, Large Value, Allocation--50% to 70% Equity (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 31st of August 2022 |
| Fiscal Year End | April |
Wilmington Diversified Income [WDIAX] is traded in USA and was established 25th of March 2025. Wilmington Diversified is listed under Wilmington Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Wilmington Funds family. The entity is thematically classified as Conservative Funds. This fund at this time has accumulated 35.78 M in net assets with no minimum investment requirementsWilmington Diversified is currently producing year-to-date (YTD) return of 1.89% with the current yeild of 0.02%, while the total return for the last 3 years was 6.37%.
Check Wilmington Diversified Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Wilmington Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Wilmington Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Wilmington Diversified Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Wilmington Diversified Income Mutual Fund Constituents
| MRK | Merck Company | Stock | Health Care | |
| LMT | Lockheed Martin | Stock | Industrials | |
| VNQ | Vanguard Real Estate | Etf | Real Estate | |
| VAIPX | Vanguard Inflation Protected Securities | Mutual Fund | Inflation-Protected Bond | |
| UPS | United Parcel Service | Stock | Industrials | |
| TGT | Target | Stock | Consumer Staples | |
| T | ATT Inc | Stock | Communication Services | |
| RWX | SPDR Dow Jones | Etf | Global Real Estate |
Wilmington Diversified Risk Profiles
| Mean Deviation | 0.6566 | |||
| Standard Deviation | 0.8355 | |||
| Variance | 0.6981 | |||
| Risk Adjusted Performance | (0) |
Wilmington Diversified Against Markets
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.
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