Wilmington Large Cap Growth Fund Class A (VLCPX)

9.44
Net Asset Value
0.00%
1 Day
-2.48%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
5.5
Sales Expenses
1.80%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks to provide long term capital appreciation. The fund seeks to achieve its investment goal by investing, under normal circumstances, at least 80% of the value of its net assets in a diversified portfolio of equity securities (primarily common stocks) of large cap U.S. companies. "Large cap companies" are defined as companies with market capitalizations at the time of purchase similar to companies in the Russell 1000 Growth Index.

Performance

1 month-2.88% 3 years+7.67%
3 months-1.46% 5 years+14.81%
1 year+21.91% Since inception+1.30%
Data through --

Peer Comparisonvs. Large growth

 VLCPXCategory
Performance 5-yr return+14.81%+20.22%
Expense ratio1.80%1.24%
Risk 5 year sharpe ratio0.941.26
Net assets$28.3M$2.5B
Average market cap$43.8B$67.2B
Average P/E23.724.1
Portfolio turnover49%49%

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Fund Management and Purchase Info

Fund familyWilmington Funds
Fund manager & tenureMark Schultz / 1 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00

Holdings

U.S. stock98.01%
International stock1.60%
Fixed income0.39%
Cash0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 20.38%
Hardware 18.09%
Energy 13.34%
Consumer service 9.22%
Consumer goods 9.06%
Top 10 Holdings
Portfolio weighting
AAPL Apple Inc5.85%
GOOGL Google Inc Class A4.00%
UTX United Technologies Corp3.85%
CBS CBS Corporation Class B3.50%
PEP PepsiCo Inc3.29%
GILD Gilead Sciences Inc2.92%
DHR Danaher Corporation2.73%
SLB Schlumberger NV2.68%
QCOM Qualcomm, Inc.2.56%
ORCL Oracle Corporation2.35%

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