WNYAX Mutual Fund

WNYAX Mutual Fund

NAV$9.83
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Fund Essentials - as of Jan 30, 2026

Net Assets
$3M
Expense Ratio
0.81%
Dividend Yield (Current)
1.95%
Holdings
58
Inception Date
Sep 22, 1993
Fund Family
Wilmington Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD-0.47%
1 Year+2.87%
3 Year+2.12%
5 Year+0.01%
10 Year+0.85%

Asset Allocation

Stocks: 2.05%
Bonds: 97.05%
Cash: 0.90%
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Top Holdings

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TickerNameWeight
-Trust For Cultural Resources Of The City Of New York (the)3.88%
NY MTATRN 5 11/15/20Metropolitan Transn Auth N Y R 5% Nov 15, 20293.75%
NY LBTDEV 5.25 10/01Liberty Dev Corp Ny Revenue 5.25 10/01/20353.01%
NY NYSHGR 5 07/01/20New York St Dorm Auth Revenues Nyshgr 07/33 Fixed 52.92%
-New York State Dormitory Authority2.71%
Top 10 Concentration: 29.08%Report Date: Jan 30, 2026
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Dividend Summary

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Dividend Yield (Current)
1.95%
Frequency
Monthly
Latest Distribution
$0.01
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

WNYAX Mutual Fund Overview

WNYAX Mutual Fund (Wilmington New York Municipal Bond Fund Class A Shares) is managed by Wilmington Funds with $3.4M in net assets. WNYAX expense ratio is 0.81%, holding 58 positions across sectors including Financials, Industrials, Utilities. Inception date: 1993-09-22.

WNYAX performance shows a YTD return of -0.47%. The 1-year return is 2.87% and the 5-year return is 0.01%. WNYAX dividend yield stands at 1.95%, paid monthly.

WNYAX top holdings include Trust For Cultural Resources Of The City Of New York (the) (3.9%), Metropolitan Transn Auth N Y R 5% Nov 15, 2029 (3.8%), Liberty Dev Corp Ny Revenue 5.25 10/01/2035 (3.0%), New York St Dorm Auth Revenues Nyshgr 07/33 Fixed 5 (2.9%), New York State Dormitory Authority (2.7%). Go to all WNYAX holdings, WNYAX sectors, or WNYAX dividends.

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