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Wilmington Broad Market Bond A WABMX

Quantitative rating as of
  • NAV / 1-Day Return 8.99  /  0.22 %
  • Total Assets 532.6 Mil
  • Adj. Expense Ratio
    0.770%
  • Expense Ratio 0.790%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.14%
  • Effective Duration 5.66 years

Morningstar’s Analysis WABMX

Will WABMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Wilmington Broad Market Bond A to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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