Skip to Content

Wilmington Real Asset Institutional WMRIX

Quantitative rating as of
NAV / 1-Day Return
14.43  /  0.35 %
Total Assets
424.7 Mil
Adj. Expense Ratio
0.640%
Expense Ratio
0.830%
Distribution Fee Level
Average
Share Class Type
Institutional
Category
Global Allocation
Investment Style
Mid Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
11.72%
Turnover
32%

Morningstar’s Analysis WMRIX

Will WMRIX outperform in future?

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

Summary

|

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Wilmington Real Asset Institutional to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

Unlock our full analysis with Morningstar Investor