Wilmington Real Asset Fund Class Institutional WMRIX

Morningstar Medalist Rating
  • NAV / 1-Day Return$16.67  /  −0.24%
  • Fund Size$428.1M
  • Adjusted Expense Ratio0.740%
  • Net Expense Ratio0.570%
  • Fee Level: DistributionAverage
  • Share Class TypeInstitutional
  • Morningstar CategoryGlobal Moderate Allocation
  • Equity Style Box (Funds)Mid Value
  • Fixed-Income Style Box (Funds)—
  • Investment StatusOpen
  • TTM Yield6.02%
  • Turnover Ratio7%

Morningstar’s Analysis WMRIX

Will WMRIX outperform in the future?

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

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Morningstar Automated Analysis

Summary

Wilmington Real Asset Institutional holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings WMRIX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings64.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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