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Wilmington Large-Cap Strategy Instl WMLIX

Quantitative rating as of | See Wilmington Trust Investment Hub
  • NAV / 1-Day Return 25.19  /  1.10 %
  • Total Assets 513.5 Mil
  • Adj. Expense Ratio
    0.250%
  • Expense Ratio 0.250%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.40%
  • Turnover 9%

Morningstar’s Analysis WMLIX

Will WMLIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Wilmington Large-Cap Strategy Instl to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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