WIBAX : Wilmington Intermediate-Term Bond Fund Class A

WIBAX is a Bond Market Total US Bond Market with HIGH fees.

WIBAX

Wilmington Intermediate-Term Bond Fund Class A

FI Score

32 /100

Expense Ratio Rating

5 /10

Expense Rating

2 /10

Market Score

1 /10

Category Score

10 /10

Market Size

1 /10

32% FI Score
  • wibax
  • Mutual Fund
  • Bond
  • Total US Bond Market

Wilmington Intermediate-Term Bond Fund Class A

Expenses: 0.80% (Better than 0% of similar funds)

This is a bad choice for a Total US Bond Market Bond fund. See why ยป

Fund Summary

The investment seeks current income and secondarily, capital growth. The fund invests primarily in U.S. investment grade corporate and government fixed income securities, including mortgage and asset backed securities. It normally invests at least 80% of the value of its net assets in fixed income securities. The advisor will select investment grade fixed income securities and unrated securities determined to be of comparable quality, but also may invest up to 5% of the fund's total assets in lower-rated debt securities. The fund normally invests in securities with intermediate maturities, and it seeks to maintain a weighted average maturity of 3 to 5 years.

Largest Holdings

Amount Holding
2.75% United States Treasury Notes 2.25%
2.36% United States Treasury Notes 2.88%
1.95% United States Treasury Notes 2%
1.81% United States Treasury Notes 2.88%
1.75% United States Treasury Notes 2.75%
1.65% United States Treasury Notes 1.62%
1.63% United States Treasury Notes 2.38%
1.57% United States Treasury Notes 3.12%
1.39% United States Treasury Notes 2.25%
1.19% AbbVie Inc. 3.6%
1.19% United States Treasury Notes 2.75%
1.12% United States Treasury Notes 2.25%
1.09% United States Treasury Notes 2%
1.09% United States Treasury Notes 2.5%
1.07% United States Treasury Notes 2.5%
1.06% Kinder Morgan Energy Partners LP 4.25%
1.05% U.S. Bancorp 3%
1.05% Textron Inc. 4.3%
1.04% GATX Corporation 3.25%
1.03% Energy Transfer Operating L P 2.9%
1.03% United States Treasury Notes 1.62%
1.01% Southern Company 2.35%
1.01% iShares 0-5 Year High Yield Corp Bd ETF
1.01% Ryder System, Inc. 3.4%
1.00% Federal National Mortgage Association 0.62%

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