Wilmington Mid Cap Growth Fund Institutional Class (ARMEX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of the value of its net assets in equity securities of mid cap U.S. companies. Equity securities include common and preferred stocks, as well as convertible securities. The investment advisor chooses stocks of mid cap companies that have significant growth potential, including securities of companies that have not reached full maturity, but that have above-average sales and earnings growth.


1 month-2.83% 3 years+17.80%
3 months-2.27% 5 years+14.72%
1 year+4.80% Since inception+10.16%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+14.72%+18.98%
Expense ratio1.28%1.34%
Risk 5 year sharpe ratio0.951.06
Net assets$438.3M$1.3B
Average market cap$7.3B$9.3B
Average P/E24.924.7
Portfolio turnover32%32%

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Fund Management and Purchase Info

Fund familyWilmington Funds
Fund manager & tenureMark Schultz / 11 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock92.57%
International stock6.80%
Fixed income0.63%
Top 5 Sectors
Portfolio weighting
Industrial materials 15.73%
Consumer goods 12.23%
Hardware 11.94%
Consumer service 11.92%
Energy 11.06%
Top 10 Holdings
Portfolio weighting
BWA BorgWarner Inc2.39%
CBS CBS Corp Class B2.36%
GMCR Keurig Green Mountain Inc2.21%
REGN Regeneron Pharmaceuticals Inc2.00%
WLL Whiting Petroleum Corp2.00%
PRGO Perrigo Co PLC1.99%
IPGP IPG Photonics Corp1.97%
ANSS Ansys Inc1.90%
CBG CBRE Group Inc1.88%
GRA W R Grace & Co1.81%

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