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WDIAX Wilmington Enhanced Div Inc Strat A Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Broadcom Inc. (NASDAQ:AVGO), JPMorgan Chase & Co (NYSE:JPM), Procter & Gamble Company (NYSE:PG), Johnson & Johnson (NYSE:JNJ), Merck & Co (NYSE:MRK), Bank of America Corp (NYSE:BAC), Chevron Corp (NYSE:CVX), Cisco Systems (NASDAQ:CSCO), QUALCOMM (NASDAQ:QCOM), Lockheed Martin Corp (NYSE:LMT).

Industry description

The investment seeks a high level of total return consistent with a moderate level of risk. Under normal circumstances, the fund invests at least 80% of the value of its net assets in securities that produce dividend income. The fund’s strategy targets a portfolio level dividend yield of two times the S&P 500 dividend yield and seeks capital appreciation over a multi-year investment horizon principally through investments in U.S. large cap stocks, while maintaining low volatility versus the broader U.S. large-cap equity market.

Market Cap

The average market capitalization across the Wilmington Enhanced Div Inc Strat A MF is 353.88B. The market cap for tickers in the group ranges from 134.79B to 755.09B. AVGO holds the highest valuation in this group at 755.09B. The lowest valued company is LMT at 134.79B.

Volume

The average weekly volume growth across all stocks in the Wilmington Enhanced Div Inc Strat A MF was -13%. For the same stocks of the MF, the average monthly volume growth was 27% and the average quarterly volume growth was -1%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 48
P/E Growth Rating: 42
Price Growth Rating: 43
SMR Rating: 32
Profit Risk Rating: 23
Seasonality Score: -22 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Wilmington Funds100 e. Pratt Street,17th FloorBaltimore
Phone
1-800-836-2211
Web
www.wilmingtonfunds.com
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WDIAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WDIAX has been closely correlated with RLBGX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if WDIAX jumps, then RLBGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WDIAX
1D Price
Change %
WDIAX100%
-0.22%
RLBGX - WDIAX
94%
Closely correlated
-0.28%
FBONX - WDIAX
94%
Closely correlated
-0.28%
RLEFX - WDIAX
94%
Closely correlated
-0.31%
RAMHX - WDIAX
94%
Closely correlated
-0.31%
RLBEX - WDIAX
94%
Closely correlated
-0.31%
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