Wilmington Diversified Income Fund Quote
| WDIIX Fund | USD 14.15 0.01 0.07% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Wilmington Diversified is trading at 14.15 as of the 1st of December 2024; that is 0.07 percent down since the beginning of the trading day. The fund's open price was 14.16. Wilmington Diversified has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Wilmington Diversified Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of December 2023 and ending today, the 1st of December 2024. 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
| 0.96 | WRAAX | Wilmington Global Alpha | PairCorr |
| 0.96 | WRAIX | Wilmington Global Alpha | PairCorr |
| 1.0 | WDIAX | Wilmington Diversified | PairCorr |
Moving against Wilmington Mutual Fund
Wilmington Mutual Fund Highlights
| Fund Concentration | Wilmington Funds, Large Value Funds, Large Value, Wilmington Funds, Large Value, Allocation--50% to 70% Equity (View all Sectors) |
| Update Date | 30th of September 2024 |
Wilmington Diversified Income [WDIIX] is traded in USA and was established 1st of December 2024. 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. This fund at this time has accumulated 41.78 M in net assets with minimum initial investment of 100 K. Wilmington Diversified is currently producing year-to-date (YTD) return of 21.36% with the current yeild of 0.02%, while the total return for the last 3 years was 9.76%.
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 | |
| CVX | Chevron Corp | Stock | Energy | |
| AVGO | Broadcom | Stock | Information Technology | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| HYG | iShares iBoxx High | Etf | High Yield Bond | |
| IDV | iShares International Select | Etf | Foreign Large Value | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials |
Wilmington Diversified Risk Profiles
| Mean Deviation | 0.5145 | |||
| Semi Deviation | 0.4326 | |||
| Standard Deviation | 0.6772 | |||
| Variance | 0.4586 |
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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