Wilmington Funds Fund Family Report
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  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return-0.463.4813.92-5.357.14
    Category Average-0.854.2213.07-5.706.61
    Assets for Each Yr*2.822.602.682.422.59
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 7.14 5.39 3.53

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,587 mil $100,000 3.45 96.55
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 18.96 0.25 Very Low
    International Stock 4.0 21.06 0.98 Below Avg
    Municipal Bond 2.6 13.85 0.67 Average
    Taxable Bond 1.8 1.93 0.61 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-13-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 31.18 0.73
    Alphabet Inc Class C* Technology 5.13 0.26
    Alphabet Inc A* Technology 4.41 0.26
    Visa Inc Class A* Financial Services 28.73 0.23
    Bank of America Corporation* Financial Services 14.61 0.21
    The Home Depot Inc* Consumer Cyclical 19.35 0.18
    American Tower Corp* Communication Services 32.69 0.14
    Citigroup Inc* Financial Services 30.58 0.13
    Netflix Inc* Consumer Cyclical 28.31 0.13
    Nike Inc B* Consumer Cyclical 13.37 0.11
    Broadcom Inc* Technology 11.79 0.10
    United Technologies Corp* Industrials 18.60 0.10
    Automatic Data Processing Inc* Industrials 26.62 0.09
    Cognizant Technology Solutions C* Technology -1.17 0.09
    Salesforce.com Inc* Technology 10.49 0.09
    TJX Companies Inc* Consumer Cyclical 19.01 0.08
    Walmart Inc* Consumer Defensive 17.78 0.08
    Costco Wholesale Corp* Consumer Defensive 28.09 0.07
    Lowe's Companies Inc* Consumer Cyclical 7.82 0.07

    Best 5-Year Relative Performance | More
    06-13-19

    Worst 5-Year Relative Performance | More
    06-13-19

    Lowest Expenses | More
    06-13-19

    Highest Expenses | More
    06-13-19

    Longest Manager Tenure | More
    06-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Wilmington Short-Ter Wilmer C. Stith 15.20
    Wilmington Broad Mar Wilmer C. Stith 13.50
    Wilmington Intermedi Wilmer C. Stith 11.10
    Wilmington Municipal Rebecca J. Rogers 8.00
    Wilmington New York John J. Malloy 7.30

    Shortest Manager Tenure | More
    06-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Wilmington Global Al Jordan Strauss 2.50
    Wilmington Diversifi Allen E. Choinski 2.60
    Wilmington Internati Clement K. Miller 2.80
    Wilmington Real Asse Mihir P. Worah 3.90
    Wilmington Large-Cap Andrew H. Hopkins 5.10