Wilmington Funds Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-0.463.4813.92-5.3510.74
    Category Average-0.824.0812.96-5.6610.32
    Assets for Each Yr*2.822.602.682.422.59
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 10.74 5.61 3.95

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,586 mil $100,000 3.34 96.66
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 19.85 0.25 Very Low
    International Stock 3.0 21.02 0.94 Below Avg
    Municipal Bond 2.7 13.86 0.66 Average
    Taxable Bond 2.7 24.36 0.64 Below Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Wilmington Short-Ter Wilmer C. Stith 15.50
    Wilmington Broad Mar Wilmer C. Stith 13.80
    Wilmington Intermedi Wilmer C. Stith 11.30
    Wilmington Large-Cap Andrew H. Hopkins 5.40
    Wilmington Municipal Rebecca J. Rogers 4.10

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Wilmington Global Al Jordan Strauss 2.70
    Wilmington Diversifi Allen E. Choinski 2.80
    Wilmington Internati Clement K. Miller 3.00
    Wilmington New York John J. Malloy 3.80
    Wilmington Municipal Rebecca J. Rogers 4.10