WMRIX Mutual Fund

WMRIX Mutual Fund (Wilmington Real Asset Fund Class I) is managed by Wilmington Funds with $463.1M in net assets. WMRIX expense ratio is 0.75%, holding 420 positions across sectors including Real Estate, Financials, Industrials. Inception date: 2003-07-01.

WMRIX performance shows a YTD return of 16.30%. The 1-year return is 24.44% and the 5-year return is 5.82%. WMRIX dividend yield stands at 6.12%, paid quarterly.

WMRIX top holdings include Dfa Commodity Strategy Port (24.7%), Vanguard Commodity Strategy Fund Admiral Shares (17.6%), Schwab Us Reit ETF (5.1%), Vanguard Global Ex-U.S. Real Estate ETF (3.5%), Tortoise Mlp & Pipeline-inst (3.2%). Go to all WMRIX holdings, WMRIX sectors, or WMRIX dividends.

WMRIX can be compared against other funds. Use WMRIX overlap to find shared positions, or WMRIX vs another fund for a side-by-side view. WMRIX alternatives are available via the screener, along with tax-loss harvesting opportunities.