WMLIX : Wilmington Large-Cap Strategy Fund Class Institutional

WMLIX is a US Stocks Market Large Blend with LOW fees.

WMLIX

Wilmington Large-Cap Strategy Fund Class Institutional

FI Score

68 /100

Expense Ratio Rating

8 /10

Expense Rating

8 /10

Market Score

4 /10

Category Score

10 /10

Market Size

4 /10

68% FI Score
  • wmlix
  • Mutual Fund
  • US Stocks
  • Large Blend

Wilmington Large-Cap Strategy Fund Class Institutional

Expenses: 0.25% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of the value of its net assets in a diversified portfolio of U.S. equity (or equity-related) securities of large-cap companies (primarily common stocks). Large-cap companies are companies that have a market capitalization at the time of purchase at least equal to that of the smallest company in the Russell 1000 Index, or at least equal to that of the smallest company expected to be included in the Russell 1000 Index after its next scheduled reconstitution.

Largest Holdings

Amount Holding
5.11% Microsoft Corp
4.56% Apple Inc
3.90% Amazon.com Inc
1.86% Facebook Inc A
1.55% Alphabet Inc Class C
1.53% Alphabet Inc A
1.51% Johnson & Johnson
1.36% Berkshire Hathaway Inc Class B
1.17% Visa Inc Class A
1.12% JPMorgan Chase & Co
1.07% Procter & Gamble Co
1.05% UnitedHealth Group Inc
0.98% Intel Corp
0.92% Mastercard Inc A
0.91% The Home Depot Inc
0.91% Verizon Communications Inc
0.85% AT&T Inc
0.81% Pfizer Inc
0.77% Merck & Co Inc
0.74% Exxon Mobil Corp
0.72% The Walt Disney Co
0.72% Bank of America Corp
0.70% PepsiCo Inc
0.69% Cisco Systems Inc
0.67% Netflix Inc

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