Wilmington Strategic Allocation Aggressive Fund

Scorecard
2 / 5 Stars
Lipper
3 3 1 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D+ (Sell)

#50 in Aggressive Allocation

U.S. News evaluated 120 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 18.98 percent over the past year, 8.56 percent over the past three years, and 17.76 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 1.2%
1 Year 19.0%
3 Years (Annualized) 8.6%
5 Years (Annualized) 17.8%
10 Years (Annualized) N/A

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Summary

The investment seeks a high level of total return consistent with an aggressive level of risk relative to the other Wilmington Strategic Allocation Funds. The fund pursues its investment goal by allocating its investments among fixed income securities, equity securities and other assets. It allocates 65%-90% of fund assets to global equity securities, 0%-10% of fund assets to global fixed income securities, 10%-50% of fund assets to non-traditional investments; and 0%-10% of fund assets to cash and cash equivalents.

Fees

Fees are Above Average compared to funds in the same category.
Wilmington Strategic Allocation Aggressive Fund has an expense ratio of 0.87 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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