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Wilmington Large-Cap Strategy Instl (WMLIX)

36.70 -0.67 (-1.79%)
At close: October 30 at 8:08:36 PM EDT
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  • Previous Close 37.37
  • YTD Return 12.09%
  • Expense Ratio 0.25%
  • Category Large Blend
  • Last Cap Gain 85.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 621.92M
  • Beta (5Y Monthly) 0.98
  • Yield 0.78%
  • 5y Average Return --
  • Holdings Turnover 7.00%
  • Last Dividend 0.22
  • Inception Date Jul 1, 2003

Under normal circumstances, the fund invests at least 80% of the value of its net assets in a diversified portfolio of U.S. equity (or equity-related) securities of large-cap companies (primarily common stocks). Large-cap companies are companies that have a market capitalization at the time of purchase at least equal to that of the smallest company in the Russell 1000® Index, or at least equal to that of the smallest company expected to be included in the Russell 1000 Index after its next scheduled reconstitution.

Wilmington Funds

Fund Family

Large Blend

Fund Category

621.92M

Net Assets

2003-07-01

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Large Blend.

YTD Return

WMLIX
12.09%
Category
5.31%

1-Year Return

WMLIX
14.69%
Category
20.31%

3-Year Return

WMLIX
22.15%
Category
6.48%

5-Year Return

WMLIX
12.77%
Category
11.78%

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