WMRIX Mutual Fund

WMRIX Mutual Fund (Wilmington Real Asset Fund Class I) is managed by Wilmington Funds with $427.1M in net assets. WMRIX expense ratio is 0.74%, holding 410 positions across sectors including Real Estate, Financials, Industrials. Inception date: 2003-07-01.

WMRIX performance shows a YTD return of 17.26%. The 1-year return is 19.66% and the 5-year return is 5.20%. WMRIX dividend yield stands at 6.02%, paid quarterly.

WMRIX top holdings include Dfa Commodity Strategy Port (26.8%), Vanguard Commodity Strategy Fund Admiral Shares (18.9%), Schwab Us Reit ETF (5.2%), Tortoise Mlp & Pipeline-inst (3.6%), Vanguard Global Ex-U.S. Real Estate ETF (3.0%). 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.