WSBAX : Wilmington Short-Term Bond Fund Class A

WSBAX is a Bond Market High Yield Bond with MODERATE fees.

WSBAX

Wilmington Short-Term Bond Fund Class A

FI Score

30 /100

Expense Ratio Rating

7 /10

Expense Rating

3 /10

Market Score

2 /10

Category Score

0 /10

Market Size

2 /10

30% FI Score
  • wsbax
  • Mutual Fund
  • Bond
  • High Yield Bond

Wilmington Short-Term Bond Fund Class A

Expenses: 0.73% (Better than 1% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why ยป

Fund Summary

The investment seeks current income. Under normal circumstances, the fund invests at least 80% of the value of its net assets in fixed income securities. Its investment advisor will select investment grade fixed income securities and unrated securities determined to be of comparable quality, but also may invest up to 15% of the fund's total assets in lower-rated debt securities ("junk bonds"). The fund normally invests in securities with short maturities, and the fund seeks to maintain a weighted average maturity of three years or less.

Largest Holdings

Amount Holding
8.51% United States Treasury Notes 2.75%
7.54% United States Treasury Notes 1.12%
6.37% United States Treasury Notes 1.75%
3.28% United States Treasury Notes 1.75%
2.89% Union Pacific Corporation 3.2%
2.44% United States Treasury Notes 1.75%
2.14% The Toronto-Dominion Bank 2.65%
2.13% United States Treasury Notes 2.5%
2.13% United States Treasury Notes 1.88%
2.11% The Kroger Co. 2.8%
1.86% iShares 0-5 Year High Yield Corp Bd ETF
1.43% Federal National Mortgage Association 3.5%
1.15% American Tower Corporation 5%
1.07% WELLTOWER INC 4.5%
1.06% Enterprise Products Operating LP 3.35%
1.06% Conagra Brands Inc 3.8%
1.05% Discovery Communications, LLC 3.3%
1.05% AbbVie Inc. 2.3%
1.05% Elanco Animal Health Inc 4.66%
1.03% United States Treasury Notes 1.12%
1.01% Wells Fargo Bank, National Association 1.66%
0.92% United States Treasury Notes 1.62%
0.90% Federal Home Loan Mortgage Corporation 5.5%
0.81% Credit Suisse AG New York Branch 2.1%
0.74% AbbVie Inc. 3.38%

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