Wilmington International Fund Quote
| WINIX Fund | USD 9.24 0.04 0.43% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Wilmington International is trading at 9.24 as of the 27th of November 2024; that is 0.43 percent down since the beginning of the trading day. The fund's open price was 9.28. Wilmington International has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Wilmington International Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 27th of November 2024. Click here to learn more.
The fund seeks to achieve its investment goal by investing, under normal circumstances, at least 80 percent of the value of its net assets in a diversified portfolio of foreign securities including those domiciled in emerging markets. It may invest in common stocks, preferred shares, depositary receipts, equity-linked instruments of all capitalizations, and exchange-traded funds .. More on Wilmington International Fund
Wilmington Mutual Fund Highlights
| Fund Concentration | Wilmington Funds, Large Blend Funds, Foreign Large Blend Funds, Foreign Large Blend, Wilmington Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of August 2022 |
| Fiscal Year End | April |
Wilmington International Fund [WINIX] is traded in USA and was established 27th of November 2024. Wilmington International is listed under Wilmington Funds category by Fama And French industry classification. The fund is listed under Foreign Large Blend category and is part of Wilmington Funds family. This fund at this time has accumulated 505.24 M in net assets with minimum initial investment of 100 K. Wilmington International is currently producing year-to-date (YTD) return of 9.37% with the current yeild of 0.03%, while the total return for the last 3 years was -0.79%.
Check Wilmington International Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Wilmington Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Wilmington Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Wilmington International Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Wilmington International Fund Mutual Fund Constituents
| MC | Moelis Co | Stock | Financials | |
| ASML | ASML Holding NV | Stock | Information Technology | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| EDU | New Oriental Education | Stock | Consumer Discretionary | |
| EFV | iShares MSCI EAFE | Etf | Foreign Large Value | |
| EWC | iShares MSCI Canada | Etf | Miscellaneous Region | |
| IEFA | iShares Core MSCI | Etf | Foreign Large Blend | |
| IEMG | iShares Core MSCI | Etf | Diversified Emerging Mkts |
Wilmington International Risk Profiles
| Mean Deviation | 0.5927 | |||
| Standard Deviation | 0.7725 | |||
| Variance | 0.5967 | |||
| Risk Adjusted Performance | (0.04) |
Wilmington International Against Markets
Other Information on Investing in Wilmington Mutual Fund
Wilmington International financial ratios help investors to determine whether Wilmington Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wilmington with respect to the benefits of owning Wilmington International security.
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