WRAIX : Wilmington Global Alpha Equities Fund Class I

WRAIX is a Alternatives Market Short with LOW fees.

WRAIX

Wilmington Global Alpha Equities Fund Class I

FI Score

51 /100

Expense Ratio Rating

8 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

0 /10

Market Size

8 /10

51% FI Score
  • wraix
  • Mutual Fund
  • Alternatives
  • Short

Wilmington Global Alpha Equities Fund Class I

Expenses: 1.24% (Better than 1% of similar funds)

This is an OK choice for a Short Alternatives fund. See why ยป

Fund Summary

The investment seeks to achieve long-term growth of capital with lower volatility than broader equity markets. The fund invests at least 80%, under normal circumstances, of the value of its net assets in equity securities. It will invest in publicly-traded equity securities, including common stock, preferred stock and depositary receipts, of companies of all market capitalizations. The fund may invest up to 70% of its assets in the equity securities of non-U.S. issuers, including companies that conduct their principal business activities in emerging markets or whose securities are traded principally on exchanges in emerging markets.

Largest Holdings

Amount Holding
3.64% Novartis AG
2.57% Canadian National Railway Co
2.50% AIA Group Ltd
2.50% American Tower Corp
2.19% Vinci SA
2.18% Fortive Corp
1.79% Intact Financial Corp
1.70% Johnson & Johnson
1.64% Compass Group PLC
1.63% Merck & Co Inc
1.60% Total SA
1.51% Public Storage
1.51% Fidelity National Information Services Inc
1.50% Progressive Corp
1.44% Medtronic PLC
1.43% Copart Inc
1.42% Bank of Nova Scotia

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo