Wilmington Multi-Manager Real Asset Inst
Rodney Square North, 1100 N Market St, Wilmington DE 19890, USA
Phone: 800-336-9970
| Category: | Conservative Allocation | | Fund Family: | Wilmington Mutual Funds | | Net Assets: | 369.70M | | Year-to-Date Return: | 1.26% | | Yield: | 4.93% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jul-03 |
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Amanda Cogar
Lead Manager since
01-Mar-05 | | | Cogar is a research analyst at WTIM, her employer since 2004. Previously, she was a portfolio administrator at Balentine & Company and a marketing assistant for The Scotts Company from 2000 to 2002. |
| Min Initial Investment: | $500,000 | | Min Initial Investment, IRA: | $500,000 | | Min Initial Investment, AIP: | $500,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks to achieve long-term preservation of capital with current income. The fund invests at least 80% of net assets in "Real Return" assets, consisting of inflation-protected debt securities, real estate-related securities and commodity/natural resource-related securities, which takes up a percentage range of 20% to 80%, 0 to 60%, 0 to 40% in the "Real Return" asset respectively. It may invest up to 55% of assets in foreign securities. |
| Last Dividend
(11-Jun-09):
| 0.10 | | Last Cap Gain
(18-Dec-08):
| 0.82 | | Annual Holdings Turnover
| N/A | | Average for Category:
| 129.11% |
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| Expense | WMRIX | Category
Avg | | Total Expense Ratio: | 0.75%
| 0.99% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.96% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$240 | $650 | | 5 Yr Expense Projection*: |
$417 | $990 | | 10 Yr Expense Projection*: |
$930 | $1,948 |
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0.09 (0.75%)
