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: |
60.97M |
| Year-to-Date Return: |
-3.72% |
| Yield: |
1.17% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
01-Jul-03 |
|
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 |
|
|
|
| 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
(18-Dec-09):
|
0.04 |
| Last Cap Gain
(20-Dec-07):
|
2.68 |
| Annual Holdings Turnover
|
205.00% |
| Average for Category:
|
96.31% |
|
| Expense |
WMSIX |
Category
Avg |
| Total Expense Ratio: |
0.27%
|
1.53% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
5.37% |
| Max Deferred Sales Load: |
%
|
2.41% |
| 3 Yr Expense Projection*: |
$361 |
$629 |
| 5 Yr Expense Projection*: |
$719 |
$1,005 |
| 10 Yr Expense Projection*: |
$1,726 |
$2,021 |
|
|
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