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WMRIX Wilmington Real Asset Institutional Forecast, Technical & Fundamental Analysis

The investment seeks to achieve long-term preservation of capital with current income... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are PROLOGIS (NYSE:PLD), Simon Property Group (NYSE:SPG).

Industry description

The investment seeks to achieve long-term preservation of capital with current income. The fund, under normal circumstances, invests at least 80% of the value of its net assets in "real return" assets. The Advisor anticipates allocating approximately 0%-80% to inflation-protected debt securities, 0%-80% to real estate-related securities and 0%-60% to commodity/natural resource-related securities. The fund utilizes a multi-manager strategy in which the Advisor allocates and reallocates varying portions of the fund's assets among a number of sub-advisors, or invests directly in ETFs or other instruments in pursuit of the fund's investment strategies.

Market Cap

The average market capitalization across the Wilmington Real Asset Institutional MF is 119.77B. The market cap for tickers in the group ranges from 72.29B to 170.72B. WELL holds the highest valuation in this group at 170.72B. The lowest valued company is SPG at 72.29B.

Volume

The average weekly volume growth across all stocks in the Wilmington Real Asset Institutional MF was 7%. For the same stocks of the MF, the average monthly volume growth was 10% and the average quarterly volume growth was 7%

Fundamental Analysis Ratings

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

Valuation Rating: 91
P/E Growth Rating: 59
Price Growth Rating: 38
SMR Rating: 62
Profit Risk Rating: 38
Seasonality Score: -50 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Details
Category
Global Moderate Allocation
Address
Wilmington Funds100 e. Pratt Street,17th FloorBaltimore
Phone
1-800-836-2211
Web
www.wilmingtonfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
LEGH29.200.30
+1.04%
Legacy Housing Corp
L115.53-0.45
-0.39%
Loews Corp
MWG1.14-0.01
-0.51%
Multi Ways Holdings Limited
GHG1.12-0.02
-1.75%
GreenTree Hospitality Group Ltd
PLMR131.00-5.82
-4.25%
Palomar Holdings

WMRIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WMRIX has been closely correlated with FBCIX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if WMRIX jumps, then FBCIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WMRIX
1D Price
Change %
WMRIX100%
+0.78%
FBCIX - WMRIX
81%
Closely correlated
+0.53%
FWCBX - WMRIX
81%
Closely correlated
+0.52%
CFIHX - WMRIX
81%
Closely correlated
+0.52%
RIRHX - WMRIX
81%
Closely correlated
+0.52%
RCEEX - WMRIX
81%
Closely correlated
+0.52%
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Wilmington Real Asset Institutional (WMRIX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com