1 / 5 Stars
1 1 2 2 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#44 in World Allocation
U.S. News evaluated 120 World Allocation 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 8.14 percent over the past year, 3.71 percent over the past three years, 7.60 percent over the past five years, and 7.35 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.6%|
|3 Years (Annualized)||3.7%|
|5 Years (Annualized)||7.6%|
|10 Years (Annualized)||7.4%|
The investment seeks to achieve long-term preservation of capital with current income. The fund, under normal circumstances, invests at least 80% of the value of its net assets in "real return" assets. The Advisor anticipates allocating approximately 20%-80% to inflation-protected debt securities, 0%-60% to real estate-related securities and 0%-40% to commodity/natural resource-related securities. The fund utilizes a multi-manager strategy in which the Advisor allocates the fund's assets among a number of sub-advisors, or invests directly (up to 60% of the fund's net assets) in ETFs.
Fees are Low compared to funds in the same category.
Wilmington Multi Manager Real Asset Fund has an expense ratio of 1.27 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.