3 / 5 Stars
3 4 2 5 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#61 in Small Blend
U.S. News evaluated 227 Small 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 30.58 percent over the past year, 14.22 percent over the past three years, 26.25 percent over the past five years, and 7.72 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.1%|
|3 Years (Annualized)||14.2%|
|5 Years (Annualized)||26.2%|
|10 Years (Annualized)||7.7%|
The investment seeks to achieve 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 small-cap companies (primarily common stocks). Small-cap companies are companies that have a market capitalization at the time of purchase less than or equal to the largest company in the Russell 2000 Index or less than or equal to the largest company expected to be included in the Russell 2000 Index after its next scheduled reconstitution.
Fees are Average compared to funds in the same category.
Wilmington Small-Cap Strategy Fund has an expense ratio of 0.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.