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WMLIX Wilmington Large-Cap Strategy Instl Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), Broadcom Inc. (NASDAQ:AVGO).

Industry description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of the value of its net assets in a diversified portfolio of U.S. equity (or equity-related) securities of large-cap companies (primarily common stocks). Large-cap companies are companies that have a market capitalization at the time of purchase at least equal to that of the smallest company in the Russell 1000® Index, or at least equal to that of the smallest company expected to be included in the Russell 1000 Index after its next scheduled reconstitution.

Market Cap

The average market capitalization across the Wilmington Large-Cap Strategy Instl MF is 1.88T. The market cap for tickers in the group ranges from 632.33B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is BRK.B at 632.33B.

Volume

The average weekly volume growth across all stocks in the Wilmington Large-Cap Strategy Instl MF was 20%. For the same stocks of the MF, the average monthly volume growth was 6% and the average quarterly volume growth was 13%

Fundamental Analysis Ratings

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

Valuation Rating: 73
P/E Growth Rating: 57
Price Growth Rating: 43
SMR Rating: 28
Profit Risk Rating: 13
Seasonality Score: 2 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

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

Correlation & Price change

A.I.dvisor indicates that over the last year, WMLIX has been closely correlated with VITSX. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is a high statistical probability that if WMLIX jumps, then VITSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WMLIX
1D Price
Change %
WMLIX100%
-0.39%
VITSX - WMLIX
66%
Closely correlated
-0.31%
VTSMX - WMLIX
66%
Closely correlated
-0.32%
VSTSX - WMLIX
66%
Loosely correlated
-0.32%
VSMPX - WMLIX
66%
Loosely correlated
-0.32%
VTSAX - WMLIX
66%
Loosely correlated
-0.31%
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