Wilmington Large-cap is trading at 34.71 as of the 29th of November 2024; that is 0.37 percent down since the beginning of the trading day. The fund's open price was 34.84. Wilmington Large-cap has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Wilmington Large Cap Strategy are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of August 2024 and ending today, the 29th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of the value of its net assets in a diversified portfolio of U.S. equity securities of large-cap companies . 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.. More on Wilmington Large Cap Strategy
Wilmington Large Cap Strategy [WMLIX] is traded in USA and was established 29th of November 2024. Wilmington Large-cap is listed under Wilmington Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Wilmington Funds family. This fund at this time has accumulated 538.83 M in net assets with minimum initial investment of 100 K. Wilmington Large Cap is currently producing year-to-date (YTD) return of 26.47% with the current yeild of 0.01%, while the total return for the last 3 years was 9.33%.
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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 Large Cap Strategy 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 Large Cap Strategy Mutual Fund Constituents
Other Information on Investing in Wilmington Mutual Fund
Wilmington Large-cap 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 Large-cap security.