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Morningstar

Wilmington Trust Mutual Funds

View all of Wilmington Trust’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Wilmington Trust Funds List

Share Class Type

1 to 15 of 15 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Wilmington Broad Market Bond InstlWIBMXIntermediate Core Bond−1.50%800.440%Below AverageInstitutional$100,000
Wilmington Enhanced Div Inc Strat AWDIAXLarge Value9.61%320.750%LowFront Load$1,000
Wilmington Enhanced Div Inc Strat IWDIIXLarge Value9.80%360.500%Below AverageInstitutional$100,000
Wilmington Large-Cap Strategy InstlWMLIXLarge Blend11.08%510.250%LowInstitutional$100,000
Wilmington Broad Market Bond AWABMXIntermediate Core Bond−1.12%950.790%AverageFront Load$1,000
Wilmington Global Alpha Equities AWRAAXLong-Short Equity4.19%791.500%Below AverageFront Load$1,000
Wilmington Global Alpha Equities IWRAIXLong-Short Equity4.18%781.250%Below AverageInstitutional$100,000
Wilmington International AWINAXForeign Large Blend9.02%301.100%Below AverageFront Load$1,000
Wilmington International InstitutionalWINIXForeign Large Blend9.14%240.850%AverageInstitutional$100,000
Wilmington Municipal Bond AWTABXMuni National Interm—−0.48%870.740%AverageFront Load$1,000
Wilmington Municipal Bond InstlWTAIXMuni National Interm—−0.46%840.490%AverageInstitutional$100,000
Wilmington New York Municipal Bond InstlWNYIXMuni New York Intermediate—−0.61%810.570%Above AverageInstitutional$100,000
Wilmington Real Asset AWMMRXGlobal Allocation2.02%911.010%LowFront Load$1,000
Wilmington Real Asset InstitutionalWMRIXGlobal Allocation3.21%880.760%Below AverageInstitutional$100,000
Wilmington New York Municipal Bond AWNYAXMuni New York Intermediate—−0.81%850.820%Above AverageFront Load$1,000

Wilmington Trust Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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