Wilmington Large-Cap Strategy FundWMLIX

MUTUAL FUNDWilmington
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$614.1M
Expense ratio
0.25%
1-year return
+30.1%
3 years, a year
+21.2%
5 years, a year
+12.1%
Holdings
1,021

What it aims to do.

The Fund seeks to achieve long-term capital appreciation.

Top 10 holdings.

Holding% of fund
NVDA Nvidia Corp7.10%
AAPL Apple Inc5.95%
MSFT Microsoft Corp4.60%
AMZN Amazon.Com Inc3.87%
GOOGL Alphabet Inc3.40%
AVGO Broadcom Inc2.93%
GOOG Alphabet Inc2.74%
META Meta Platforms Inc2.02%
TSLA Tesla Inc1.64%
BRK-B Berkshire Hathaway Inc1.34%

More on WMLIX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.