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Morningstar

Wilmington Municipal Bond Instl WTAIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Wilmington Trust Investment Hub

Morningstar’s Analysis WTAIX

Will WTAIX outperform in 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 WTAIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WTAIX 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 WTAIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Wilmington Municipal Bond Instl's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
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