Wilmington Global Alpha Equities A (WRAAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Wilmington Global Alpha Equities A
Baltimore, MD 21202
100 e. Pratt Street,17th Floor
Wilmington Funds
1-800-836-2211
Management information
Thomas S. Simon,Lead manager since 30 August 2018
Mr. Simon is Senior Managing Director and portfolio manager of the Wellington Management Company LLP. Mr. Simon joined the Wellington Management Company LLP in 2009 and has been an investment professional since 2001.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLong-Short Equity
Fund familyWilmington Funds
Net assets192.74M
YTD return3.70%
Yield1.25%
Morningstar rating★★★
Inception date11 Jan 2012
Fund operations
Last dividend0.16
Last cap gain6.00
Holdings turnover68.00%
Average for categoryN/A
Fees and expenses
ExpenseWRAAXCategory average
Annual report expense ratio (net)1.50%1.92%
Prospectus net expense ratio1.50%N/A
Prospectus gross expense ratio1.96%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.33%
Max deferred sales loadN/A1.14%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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