Wilmington Global Alpha Fund Quote
| WRAAX Fund | USD 13.31 0.04 0.30% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Wilmington Global is trading at 13.31 as of the 25th of November 2024; that is 0.30 percent up since the beginning of the trading day. The fund's open price was 13.27. Wilmington Global has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Wilmington Global Alpha are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
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. More on Wilmington Global Alpha
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Wilmington Mutual Fund Highlights
| Fund Concentration | Wilmington Funds, Large Blend Funds, Options Trading Funds, Options Trading, Wilmington Funds, Large Blend, Long-Short Equity (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of August 2022 |
| Fiscal Year End | April |
Wilmington Global Alpha [WRAAX] is traded in USA and was established 25th of November 2024. Wilmington Global is listed under Wilmington Funds category by Fama And French industry classification. The fund is listed under Options Trading category and is part of Wilmington Funds family. This fund at this time has accumulated 215.64 M in net assets with no minimum investment requirementsWilmington Global Alpha is currently producing year-to-date (YTD) return of 8.55% with the current yeild of 0.01%, while the total return for the last 3 years was 4.36%.
Check Wilmington Global 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 Global Alpha 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 Global Alpha Mutual Fund Constituents
| CTAS | Cintas | Stock | Industrials | |
| IP | International Paper | Stock | Materials | |
| DG | Dollar General | Stock | Consumer Staples | |
| MRK | Merck Company | Stock | Health Care | |
| AAPL | Apple Inc | Stock | Information Technology | |
| AMT | American Tower Corp | Stock | Real Estate | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| FTV | Fortive Corp | Stock | Industrials |
Wilmington Global Alpha Risk Profiles
| Mean Deviation | 0.2374 | |||
| Semi Deviation | 0.2342 | |||
| Standard Deviation | 0.2958 | |||
| Variance | 0.0875 |
Wilmington Global Against Markets
Other Information on Investing in Wilmington Mutual Fund
Wilmington Global 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 Global security.
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