| 13.65 Net Asset Value | -0.07% 1 Day | -0.22% Year-to-Date | Overall Morningstar Rating |
| Muni national interm Style or Category | 4.5 Sales Expenses | 1.18% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | -0.45% | 3 years | +5.11% | |
| 3 months | +0.42% | 5 years | +4.92% | |
| 1 year | +2.60% | Since inception | +4.75% |
| WTABX | Category | |
|---|---|---|
| Performance 5-yr return | +4.92% | +5.09% |
| Expense ratio | 1.18% | 0.84% |
| Risk 5 year sharpe ratio | 1.23 | 1.10 |
| Net assets | $269.2M | $1.6B |
| Average market cap | -- | $4.2B |
| Average P/E | -- | 26.0 |
| Portfolio turnover | 52% | 52% |
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 | Robert Collins / 2 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| -- Virginia College Bldg Auth 5% | 2.79% |
| -- Bucks Cnty Pa Indl Dev Auth 10% | 2.76% |
| -- New York N Y Go Bds 5% | 2.31% |
| -- Tarrant Cnty Tex Cultural Ed F Ref Re 5% | 2.15% |
| -- San Antonio Tex Indpt Sch Dist 5% | 2.11% |
| -- Southern Calif Pub Pwr Auth 5% | 2.00% |
| -- New York N Y City Transitional Fut Ta 5% | 1.92% |
| -- Sacramento Calif City Fing Aut Leas 5.4% | 1.76% |
| -- Orange Cnty Calif Santn Wastew Ref Bd 5% | 1.44% |
| -- Texas A & M Univ Perm Univ Fd Fd Bds 5% | 1.42% |
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