12.80 Net Asset Value | -0.08% 1 Day | -2.36% Year-to-Date | Overall Morningstar Rating |
Muni national interm Style or Category | 4.5 Sales Expenses | 1.09% Expense Ratio | Average Morningstar Risk Rating™ |
1 month | -0.17% | 3 years | +1.13% | |
3 months | -1.40% | 5 years | +1.41% | |
1 year | -0.43% | Since inception | +3.42% |
WTABX | Category | |
---|---|---|
Performance 5-yr return | +1.41% | +2.06% |
Expense ratio | 1.09% | 0.77% |
Risk 5 year sharpe ratio | 0.39 | 0.49 |
Net assets | $292.3M | $2.0B |
Average market cap | -- | $378.1M |
Average P/E | -- | -- |
Portfolio turnover | 40% | 40% |
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Fund family | Wilmington Funds |
Fund manager & tenure | Robert Collins / 7 Years |
Minimal initial investment | $1,000.00 |
Minimum IRA investment | $250.00 |
Fixed income | 97.20% |
Cash | 2.80% |
U.S. stock | 0.00% |
International stock | 0.00% |
Other | 0.00% |
Business service | -- |
Consumer goods | -- |
Consumer service | -- |
Energy | -- |
Financial service | -- |
-- | 3.89% |
-- | 2.68% |
-- | 2.59% |
-- | 2.56% |
-- | 2.33% |
-- | 2.30% |
-- | 2.20% |
-- | 2.16% |
-- | 2.06% |
-- | 1.98% |