| 16.97 Net Asset Value | -1.57% 1 Day | +14.66% Year-to-Date | Overall Morningstar Rating |
| Mid-cap growth Style or Category | No Load Sales Expenses | 1.32% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +6.13% | 3 years | +17.85% | |
| 3 months | +6.60% | 5 years | +6.52% | |
| 1 year | +24.36% | Since inception | +9.76% |
| ARMEX | Category | |
|---|---|---|
| Performance 5-yr return | +6.52% | +6.62% |
| Expense ratio | 1.32% | 1.38% |
| Risk 5 year sharpe ratio | 0.37 | 0.34 |
| Net assets | $301.3M | $1.1B |
| Average market cap | $7.1B | $6.8B |
| Average P/E | 22.4 | 22.6 |
| Portfolio turnover | 44% | 44% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Wilmington Funds |
| Fund manager & tenure | Mark Schultz / 9 Years |
| Minimal initial investment | $1,000,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 15.73% |
| Consumer goods | 12.23% |
| Hardware | 11.94% |
| Consumer service | 11.92% |
| Energy | 11.06% |
| CBS CBS Corporation Class B | 2.49% |
| ADSK Autodesk, Inc. | 1.97% |
| PVH PVH Corp | 1.97% |
| RJF Raymond James Financial Inc | 1.93% |
| PRGO Perrigo Company | 1.84% |
| LKQ LKQ Corporation | 1.80% |
| CBG CBRE Group Inc | 1.79% |
| CTXS Citrix Systems, Inc. | 1.79% |
| CAM Cameron International Corporation | 1.78% |
| ANSS Ansys, Inc. | 1.77% |
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