Dow Down 0.92% Nasdaq Down 0.83%

Wilmington Small-Cap Strategy Instl (WMSIX)

14.11 Down 0.22(1.54%) Oct 22
Prev Close:14.33
YTD Return*:-4.16%
Net Assets*:131.10M
Yield*:1.14%

* As of 30-Sep-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for WMSIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
ITMN0.53401.63
PBYI0.45127.28
iShares Russell 20000.39-4.97
ISIS0.378.99
WEX0.3515.17

Fund Basics

Morningstar Overall Rating:
Total Assets:131.1M
Category:Small Blend
Annual Report Expense Ratio (net):0.25%

Performance & Risk

YTD Return:-4.16%
5y Avg Return:14.21%
Rank in Category (ytd):63
% Rank in Category (ytd):8.54%
Beta (3y):1.30
Morningstar Risk Rating:3

Fund Summary

The investment seeks to achieve 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 small-cap companies (primarily common stocks). Small-cap companies are companies that have a market capitalization at the time of purchase less than or equal to the largest company in the Russell 2000 Index or less than or equal to the largest company expected to be included in the Russell 2000 Index after its next scheduled reconstitution. View More
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