3 Wilmington Trust Mutual Funds for Long-Term Gains

From Nasdaq: 2025-04-07 07:09:00

Wilmington Trust, a part of M&T Bank, offers mutual funds for different investment goals. Three top funds to buy now are Wilmington International (WINAX), Wilmington Global Alpha Equities (WRAAX), and Wilmington Enhanced Div Inc Strat (WDIAX). These funds have strong performance, low fees, and Zacks Mutual Fund Rank #1 or 2.

Wilmington International fund invests in a mix of foreign securities with lead manager Matthew D. Glaser. Top holdings include iShares MSCI India ETF, Taiwan Semiconductor Manufacturing Co Ltd, and Novartis AG. WINAX has positive three-year and five-year annualized returns, a net expense ratio of 1.08%, and a Zacks Mutual Fund Rank #2.

Wilmington Global Alpha Equities fund, managed by Jordan Strauss, invests in equity securities with holdings like Microsoft Corp, Apple Inc, and NVIDIA Corp. WRAAX has positive three-year and five-year annualized returns, a net expense ratio of 1.49%, and a Zacks Mutual Fund Rank #2.

Wilmington Enhanced Div Inc Strat fund, managed by Andrew H. Hopkins, invests in dividend-yielding U.S. large-cap stocks. Top holdings include JPMorgan Chase & Co, Bank of America Corp, and Broadcom Inc. WDIAX has positive three-year and five-year annualized returns, a net expense ratio of 0.75%, and a Zacks Mutual Fund Rank #2.

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