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 Mutual Funds List

1 to 25 of 25 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Wilmington Large-Cap Strategy Fund Class InstitutionalWMLIXLarge Blend
13.25%460.250%LowInstitutional$100,000
Wilmington International Fund Class InstitutionalWINIXForeign Large Blend
13.15%280.860%Above AverageInstitutional$100,000
Wilmington Enhanced Dividend Income Strategy Fund Class AWDIAXLarge Value
13.79%450.750%LowFront Load$1,000
Wilmington Broad Market Bond Fund Institutional ClassWIBMXIntermediate Core Bond
−3.18%680.430%Below AverageInstitutional$100,000
Wilmington International Fund Class AWINAXForeign Large Blend
12.84%301.110%Below AverageFront Load$1,000
Wilmington Global Alpha Equities Fund Class IWRAIXEquity Hedged
4.03%831.250%AverageInstitutional$100,000
Wilmington Enhanced Dividend Income Strategy Fund Class IWDIIXLarge Value
14.00%430.500%Below AverageInstitutional$100,000
Wilmington Broad Market Bond Fund Class AWABMXIntermediate Core Bond
−3.28%740.680%LowFront Load$1,000
Wilmington Municipal Bond Fund Class InstitutionalWTAIXMuni National Interm—−2.96%620.470%AverageInstitutional$100,000
Wilmington Real Asset Fund Class AWMMRXGlobal Moderate Allocation
14.51%—0.990%AverageFront Load$1,000
Wilmington Municipal Bond Fund Class AWTABXMuni National Interm—−3.23%710.720%Below AverageFront Load$1,000
Wilmington New York Municipal Bond Fund Institutional ClassWNYIXMuni New York Intermediate—−3.35%850.560%Above AverageInstitutional$100,000
Wilmington Real Asset Fund Class InstitutionalWMRIXGlobal Moderate Allocation
14.71%—0.740%AverageInstitutional$100,000
Wilmington Global Alpha Equities Fund Class AWRAAXEquity Hedged
3.78%871.500%AverageFront Load$1,000
Wilmington New York Municipal Bond Fund Class AWNYAXMuni New York Intermediate—−3.53%990.810%HighFront Load$1,000
Wilmington U.S. Government Money Market Fund Select ClassWGEXXMoney Market-Taxable——2.60%—0.320%——$100,000
Wilmington U.S. Treasury Money Market Fund Preferred Institutional ClassWTQXXMoney Market-Taxable—
2.72%—0.160%——$500,000
Wilmington U.S. Government Money Market Fund Institutional ClassWGOXXMoney Market-Taxable——2.65%—0.250%——$5M
Wilmington U.S. Government Money Market Fund Service ClassWGSXXMoney Market-Taxable——2.36%—0.660%——$0
Wilmington U.S. Government Money Market Fund Preferred Institutional ClassWGQXXMoney Market-Taxable——2.72%—0.160%——$3M
Wilmington U.S. Government Money Market Administrative ClassWAGXXMoney Market-Taxable——2.38%—0.600%——$1,000
Wilmington U.S. Treasury Money Market Fund Institutional ClassWTIXXMoney Market-Taxable—
2.65%—0.250%——$1M
Wilmington U.S. Treasury Money Market Fund Service ClassWTSXXMoney Market-Taxable—
2.50%—0.660%——$0
Wilmington U.S. Treasury Money Market Fund Administrative ClassWTAXXMoney Market-Taxable—
2.36%—0.600%——$1,000
Wilmington U.S. Treasury Money Market Fund Select ClassWTEXXMoney Market-Taxable—
2.60%—0.320%——$100,000

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 assess a fund's ability to outperform its Morningstar Category index after fees.

  • 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.

Sponsor Center