At A Glance
You hold ARBAX.O in 0 portfolios
Wilmington:St All M;A (ARBAX.O)
Net Asset Value
9.97USD
-0.07 -0.70%
05/22/2013
Category
US Diversified EquityYTD Return (Cumulative)
6.06%Classification
Mix Tgt All Gro5 Year Return (Annualized)
2.48%Manager Benchmark
Lipper M-A Tgt All G IXLipper Leader Profile (Overall)
The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.
Fund Profile
| Fund Family | Wilmington Funds |
|---|---|
| Inception Date | 02/04/1999 |
| Portfolio Turnover | 41% |
| Dividend Yield | -- |
| Fund Manager | Team Managed |
| Manager Tenure | -- |
Wilmington Funds
C/O PNC Global Inv Serv
Providence, RI 02940
Fees, Expenses, & Minimums
| Load Type | Front end |
|---|---|
| Total Expense Ratio | 0.79% |
| Max 12b-1 Fee Ratio | 0.3x |
| Early Redemption Fee | -- |
| Initial Investment | $1,000 |
| Subsequent Investments | $25 |
| Initial IRA Investments | -- |
| Subsequent IRA Investments | -- |
Investment Strategy
The Fund seeks capital appreciation and, secondarily, income. The Fund's Sub-Advisor will allocate the assets of the Fund among underlying funds. The Sub-Advisor will make allocation decisions according to its outlook for the economy, financial markets, and relative market valuation of the underlying funds.
Overall Lipper Leaders Ratings & Fund Profile »
| Similar Rating/ Category | ||
|---|---|---|
| Total Return | 516 | |
| Consistent Return | 513 | |
| Capital Preservation | 3121 | |
| Low Expense | 164 | |
| Tax Efficiency (U.S. only) | 516 |
About the ratings...
Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »
Lipper Leaders.comAbout the ratings
Lipper Ratings for Total Return reflect funds' historical total return performance relative to peers. Lipper Ratings for Consistent Return reflect funds' historical risk-adjusted returns relative to peers. Lipper Ratings for Preservation are relative, rather than absolute. Lipper Ratings for Tax Efficiency reflect funds' historical ability to postpone taxable distributions. Lipper Ratings for Expense reflect funds' expense minimization relative to peers. Lipper Ratings DO NOT take into account the effects of sales charges. Overall Lipper Ratings are based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable).
