Wilmington Large Cap Strategy Fund Manager Performance Evaluation
| WMLIX Fund | USD 33.65 0.68 2.06% |
The entity maintains a market beta of 1.18, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Wilmington Large-cap will likely underperform.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Wilmington Large Cap Strategy are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Wilmington Large-cap showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | Gold and Silver Funds Surged. Crypto Took a Dive. - Barrons | 01/08/2026 |
| Expense Ratio Date | 31st of August 2025 | |
| Expense Ratio | 0.2500 |
Wilmington |
Wilmington Large-cap Relative Risk vs. Return Landscape
If you would invest 2,938 in Wilmington Large Cap Strategy on November 10, 2025 and sell it today you would earn a total of 427.00 from holding Wilmington Large Cap Strategy or generate 14.53% return on investment over 90 days. Wilmington Large Cap Strategy is currently producing 0.2339% returns and takes up 1.7936% volatility of returns over 90 trading days. Put another way, 16% of traded mutual funds are less volatile than Wilmington, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wilmington Large-cap Current Valuation
Undervalued
Today
Please note that Wilmington Large-cap's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Wilmington Large Cap maintains a prevalent Real Value of $35.25 per share. The last-minute price of the fund is $33.65. We determine the value of Wilmington Large Cap from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since Wilmington Large-cap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wilmington Mutual Fund. However, Wilmington Large-cap's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 33.65 | Real 35.25 | Hype 33.65 | Naive 33.69 |
The intrinsic value of Wilmington Large-cap's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Wilmington Large-cap's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Wilmington Large Cap Strategy helps investors to forecast how Wilmington mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Wilmington Large-cap more accurately as focusing exclusively on Wilmington Large-cap's fundamentals will not take into account other important factors: Wilmington Large-cap Target Price Odds to finish over Current Price
The tendency of Wilmington Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 33.65 | 90 days | 33.65 | about 18.55 |
Based on a normal probability distribution, the odds of Wilmington Large-cap to move above the current price in 90 days from now is about 18.55 (This Wilmington Large Cap Strategy probability density function shows the probability of Wilmington Mutual Fund to fall within a particular range of prices over 90 days) .
Wilmington Large-cap Price Density |
| Price |
Predictive Modules for Wilmington Large-cap
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Wilmington Large Cap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Wilmington Large-cap Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Wilmington Large-cap is not an exception. The market had few large corrections towards the Wilmington Large-cap's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Wilmington Large Cap Strategy, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Wilmington Large-cap within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.11 | |
β | Beta against Dow Jones | 1.18 | |
σ | Overall volatility | 2.18 | |
Ir | Information ratio | 0.07 |
Wilmington Large-cap Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Wilmington Large-cap for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Wilmington Large Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund keeps 99.97% of its net assets in stocks |
Wilmington Large-cap Fundamentals Growth
Wilmington Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wilmington Large-cap, and Wilmington Large-cap fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Wilmington Mutual Fund performance.
| Price To Earning | 18.78 X | ||||
| Price To Book | 2.56 X | ||||
| Price To Sales | 1.78 X | ||||
| Total Asset | 601.1 M | ||||
About Wilmington Large-cap Performance
Evaluating Wilmington Large-cap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wilmington Large-cap has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Wilmington Large-cap has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of the value of its net assets in a diversified portfolio of U.S. equity securities of large-cap companies . Large-cap companies are companies that have a market capitalization at the time of purchase at least equal to that of the smallest company in the Russell 1000 Index, or at least equal to that of the smallest company expected to be included in the Russell 1000 Index after its next scheduled reconstitution.Things to note about Wilmington Large Cap performance evaluation
Checking the ongoing alerts about Wilmington Large-cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wilmington Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps 99.97% of its net assets in stocks |
- Analyzing Wilmington Large-cap's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Wilmington Large-cap's stock is overvalued or undervalued compared to its peers.
- Examining Wilmington Large-cap's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Wilmington Large-cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wilmington Large-cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wilmington Large-cap's mutual fund. These opinions can provide insight into Wilmington Large-cap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wilmington Mutual Fund
Wilmington Large-cap 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 Large-cap security.
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