About WMLIX
Wilmington Large-Cap Strategy Fund Class I is a mutual fund focused on achieving long-term capital appreciation through investments in large-cap U.S. equities. The fund predominantly allocates at least 80% of its net assets to a diversified portfolio of large-cap companies, encompassing a blend of both value and growth styles. Its investment process is informed by a combination of fundamental, quantitative, and macroeconomic analyses, allowing for tactical asset allocation based on the risk and return outlook of different market segments. The portfolio is broadly diversified, with notable concentrations in leading sectors such as technology, consumer cyclical, and communication services. The top holdings often include major companies like Apple, Microsoft, and NVIDIA, reflecting the fund’s exposure to significant drivers of the U.S. equity market. Designed for institutional investors, the fund is characterized by a low expense ratio, low turnover, and a disciplined approach to risk management, making it a core holding option for those seeking participation in the large-cap segment of the U.S. stock market.
Fund Family Wilmington Funds
Category Large Blend
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol WMLIX
Share Class Class I Shares
Index Russell 1000 TR USD
WMLIX had a total return of 17.95% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.24%.
