3 / 5 Stars
3 4 5 5 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#45 in Large Blend
U.S. News evaluated 486 Large Blend 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 21.99 percent over the past year, 13.77 percent over the past three years, 18.16 percent over the past five years, and 6.05 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.2%|
|3 Years (Annualized)||13.8%|
|5 Years (Annualized)||18.2%|
|10 Years (Annualized)||6.1%|
The investment seeks long-term capital appreciation. 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.
Fees are Average compared to funds in the same category.
Wilmington Large-Cap Strategy Fund has an expense ratio of 0.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.