Wilmington Broad Market Bond Instl
1100 North Market Street Wilmington DE 19890
Map
Phone: 800-336-9970
| Category: | Intermediate-Term Bond | | Fund Family: | Wilmington Mutual Funds | | Net Assets: | 72.26M | | Year-to-Date Return: | 1.46% | | Yield: | 4.38% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Jun-98 |
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Clayton M. Albright III
Lead Manager since
29-Jun-98 | | | Albright, III Vice President of RSMC and WTIM, is a member of the investment team primarily responsible for the day-to-day management of the Short/Intermediate Term Bond and Broad Market Bond Funds. Mr. Albright has been affiliated with the Wilmington Trust Corporation since 1976 and with RSMC since 1987. Since 1987, he has specialized in the management of intermediate and long-term fixed income funds. In 2007, he became Managing Director of Fixed Income, responsible for all fixed income products. |
| 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 |
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| The investment seeks a high total return, consistent with high current income. The fund invests at least 80% of assets in various types of investment-grade fixed-income securities. It may invest up to 20% of assets in high-yield bonds and preferred stocks, and up to 10% the assets in investment-grade fixed-income securities of foreign issuers. The fund maintains an intermediate average dollar-weighted duration of 4 to 7 years. |
| Last Dividend
(29-Jan-10):
| 0.04 | | Last Cap Gain
(18-Dec-09):
| 0.23 | | Annual Holdings Turnover
| 40.00% | | Average for Category:
| 231.70% |
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| Expense | WBRIX | Category
Avg | | Total Expense Ratio: | 0.72%
| 0.95% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.18% | | Max Deferred Sales Load: | %
| 2.66% | | 3 Yr Expense Projection*: |
$ 230 | $454 | | 5 Yr Expense Projection*: |
$ 401 | $711 | | 10 Yr Expense Projection*: |
$ 894 | $1,437 |
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