1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#162 in Small Growth
U.S. News evaluated 215 Small Growth 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 23.13 percent over the past year, 8.57 percent over the past three years, 21.19 percent over the past five years, and 6.27 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||-2.3%|
|3 Years (Annualized)||8.6%|
|5 Years (Annualized)||21.2%|
|10 Years (Annualized)||6.3%|
The investment seeks long-term capital appreciation. The fund's investment advisor purchases stocks of smaller companies that the investment advisor believes have the potential to achieve substantial long-term earnings growth and shareholder value. The fund's investment advisor employs a quantitative model to assist it in identifying potential investments, and uses an equity risk modeling tool to construct the fund's portfolio. Under normal circumstances, the fund invests at least 80% of the value of its net assets in equity securities of U.S. small cap companies. Equity securities include common and preferred stocks, as well as convertible securities.
Fees are Above Average compared to funds in the same category.
Wilmington Small Cap Growth Fund has an expense ratio of 1.47 percent.
Risk is High compared to funds in the same category according to Morningstar.