| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
1
2
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
#71 in Aggressive Allocation
U.S. News evaluated 124 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Wilmington Funds funds
Performance
The fund has returned 21.67 percent over the past year, 11.09 percent over the past three years, and 0.51 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 8.8% |
| 1 Year | 21.7% |
| 3 Years (Annualized) | 11.1% |
| 5 Years (Annualized) | 0.5% |
| 10 Years (Annualized) | N/A |
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 30%-85% of fund assets to global equity securities, 0%-65% of fund assets to global fixed income securities, 0%-50% of fund assets to non-traditional investments; and 0%-5% of fund assets to cash and cash equivalents.
Fees
Fees are High compared to funds in the same category.
Wilmington Strategic Allocation Aggressive Fund has an expense ratio of 0.73 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
