2 / 5 Stars
3 3 1 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#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.
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%|
|3 Years (Annualized)||8.6%|
|5 Years (Annualized)||17.8%|
|10 Years (Annualized)||N/A|
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 are Above Average compared to funds in the same category.
Wilmington Strategic Allocation Aggressive Fund has an expense ratio of 0.87 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.