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Home > Financial Services > Mutual Funds > Wilmington Mutual Funds
Wilmington Mutual Funds
William Mutual Funds was established with the basic ambition in mind and that was to get maximum returns of investments over a period of time. The company provides many types of funds for investors to choose from some of which are Roxbury Micro Cap Instl, Roxbury Mid Cap Instl, Roxbury Small Cap Growth Instl, Wilmington Broad Market Bond Instl, Wilmington Large Cap Core Instl and Wilmington Multi-Manager Int'l Instl.
Roxbury Micro Cap Instl, Roxbury Mid Cap Instl, Roxbury Small Cap Growth Instl, Wilmington Broad Market Bond Instl, Wilmington Large Cap Core Instl and Wilmington Multi-Manager Int'l Instl.
The investment seeks superior long-term growth of capital. The fund invests at least 80 percent of the total assets in securities of companies with market capitalizations consistent with the ranges of the Russell Mid Cap and S&P Mid Cap 400 indices. The market capitalization of companies may range between259 million dollars and 17.88 billion dollars. It will generally invest in the common stocks and convertibles, but may utilize options on common stock or options on stock indicies.
The investment seeks superior long-term growth of capital. The fund invests at least 80 percent of the total assets in securities of companies with market capitalizations consistent with the ranges of the Russell Mid Cap and S&P Mid Cap 400 indices. The market capitalization of companies may range between 259 million dollars and 17.88 billion dollars. It will generally invest in the common stocks and convertibles, but may utilize options on common stock or options on stock indicies.
The investment seeks a high total return. The fund normally invests at least 80 percent of the assets in various types of investment grade fixed income securities. It may invest up to 20 percent of its assets in high yield bonds and preferred stocks, and up to 10 percent assets in investment grade fixed income securities of foreign issuers. The fund will maintain an intermediate average dollar-weighted duration of 4 to 7 years.
Investors are advised not to pay too much attention to the top-performing funds over the past 12 months. Recent performance does not necessarily mean they will always out perform other mutual funds. It is the successful long term mutual funds performance and consistency that you should pay close attention to. You should also watch the annual fees or charges for the mutual funds investment. In general, you don't want to choose a high-expense fund if there is an equally attractive fund with lower expenses.
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