Morningstar

Wilmington Large-Cap Strategy Fund Class Institutional WMLIX

Morningstar Medalist Rating
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Medalist Rating as of See Wilmington Trust Investment Hub
  • NAV / 1-Day Return $37.36  /  +1.25 %
  • Fund Size $620.3M
  • Adjusted Expense Ratio 0.250%
  • Net Expense Ratio 0.250%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.78%
  • Turnover Ratio 7%
NAV and 1-Day Return as of

Morningstar’s Analysis WMLIX

Will WMLIX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WMLIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WMLIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WMLIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Wilmington Large-Cap Strategy Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings WMLIX

More WMLIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.59 47M
Technology

Apple Inc

6.86 43M
Technology

Microsoft Corp

5.40 34M
Technology

Amazon.com Inc

3.42 21M
Consumer Cyclical

Alphabet Inc Class A

2.89 18M
Communication Services

Alphabet Inc Class C

2.33 14M
Communication Services

Broadcom Inc

2.32 14M
Technology

Meta Platforms Inc Class A

2.29 14M
Communication Services

Micron Technology Inc

1.70 11M
Technology

Tesla Inc

1.46 9M
Consumer Cyclical

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