| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
5
5
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
#65 in Large Blend
U.S. News evaluated 498 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 16.25 percent over the past year, 12.47 percent over the past three years, and 3.94 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.9% |
| 1 Year | 16.2% |
| 3 Years (Annualized) | 12.5% |
| 5 Years (Annualized) | 3.9% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund invests at least 80% of its assets in a diversified portfolio of U.S. equity (or equity-related) securities of large-cap companies. The advisor expects to invest substantially all of its assets in common stocks of U.S. companies. The advisor determines the tactical allocation of the fund's assets and uses returns-based and holdings-based style analysis tools to assess the tactical weightings.
Fees
Fees are Average compared to funds in the same category.
Wilmington Large-Cap Strategy Fund has an expense ratio of 0.25 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
