Wilmington Funds Fund Family Report
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  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return3.87-0.463.4813.92-0.91
    Category Average3.05-0.824.0812.96-0.91
    Assets for Each Yr*2.612.822.602.682.68
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family -0.91 4.25 4.81

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,683 mil $1,000,000 3.88 96.12
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 18.95 0.25 Very Low
    International Stock 3.0 24.33 1.16 Average
    Municipal Bond 2.6 13.60 0.67 Average
    Taxable Bond 2.8 24.31 0.67 Below Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-25-18

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology -2.93 0.69
    Microsoft Corp* Technology 8.41 0.56
    Amazon.com Inc* Consumer Cyclical 24.86 0.44
    Berkshire Hathaway Inc B* Financial Services -0.72 0.34
    JPMorgan Chase & Co* Financial Services 3.90 0.34
    Facebook Inc A* Technology -9.50 0.33
    Johnson & Johnson* Healthcare -8.67 0.29
    Exxon Mobil Corp* Energy -4.03 0.27
    Alphabet Inc C* Technology -2.41 0.27
    Bank of America Corporation* Financial Services 2.51 0.26
    Alphabet Inc A* Technology -2.89 0.25
    Cisco Systems Inc* Technology 15.74 0.21
    Intel Corp* Technology 11.96 0.20
    Chevron Corp* Energy -1.08 0.20
    Wells Fargo & Co* Financial Services -11.82 0.20
    Pfizer Inc* Healthcare 2.21 0.19
    Visa Inc Class A* Financial Services 6.49 0.19
    AT&T Inc* Communication Services -6.89 0.19
    UnitedHealth Group Inc* Healthcare 6.89 0.18
    The Home Depot Inc* Consumer Cyclical -5.86 0.18

    Best 5-Year Relative Performance | More
    04-25-18

    Worst 5-Year Relative Performance | More
    04-25-18

    Lowest Expenses | More
    04-25-18

    Highest Expenses | More
    04-25-18

    Longest Manager Tenure | More
    04-25-18

    Fund Name   Manager Name Avg Manager Tenure  
    Wilmington Short-Ter Wilmer C. Stith 14.10
    Wilmington Broad Mar Wilmer C. Stith 12.40
    Wilmington Intermedi Wilmer C. Stith 10.00
    Wilmington Municipal Robert F. Collins 6.90
    Wilmington New York Robert F. Collins 6.10

    Shortest Manager Tenure | More
    04-25-18

    Fund Name   Manager Name Avg Manager Tenure  
    Wilmington Diversifi Allen E. Choinski 1.40
    Wilmington Internati Clement K. Miller 1.60
    Wilmington Global Al Jordan Strauss 1.70
    Wilmington Real Asse Mihir P. Worah 3.40
    Wilmington Large-Cap Andrew H. Hopkins 4.00