Wilmington Small-Cap Strategy Inst
1100 North Market Street Wilmington DE 19890
Phone: 800-336-9970
| Category: | Small Blend | | Fund Family: | Wilmington Mutual Funds | | Net Assets: | 69.70M | | Year-to-Date Return: | 15.65% | | Yield: | 0.77% | | 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: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation. The fund invests at least 80% of assets in a diversified portfolio of U.S. equity or equity-related securities of small-cap corporations. |
| Last Dividend
(15-Sep-09):
| 0.01 | | Last Cap Gain
(20-Dec-07):
| 2.68 | | Annual Holdings Turnover
| 205.00% | | Average for Category:
| 91.53% |
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| Expense | WMSIX | Category
Avg | | Total Expense Ratio: | %
| 1.41% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.36% | | Max Deferred Sales Load: | %
| 2.34% | | 3 Yr Expense Projection*: |
$N/A | $620 | | 5 Yr Expense Projection*: |
$N/A | $994 | | 10 Yr Expense Projection*: |
$N/A | $2,000 |
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0.12 (1.59%)
