Investment Strategies
Striving to deliver superior, risk-adjusted returns through innovative equity, fixed income, multi-asset, and alternative solutions.
Equity
INTERNATIONAL FUND (WINIX)
This fund seeks to provide long-term capital appreciation, primarily through a diversified portfolio of non-U.S. securities, with exposure to both developed and emerging markets. The Fund employs multiple investment advisors in an attempt to reduce portfolio volatility.
Meet one of the Portfolio Managers - Allen Choinski
International Fund: Mutual Fund (WINIX)
International investments are subject to special risks, including currency fluctuations and social, economic, and political uncertainties, which could increase volatility. These risks are magnified in emerging markets.
ESG
ESG EQUITY STRATEGY
The strategy seeks risks-adjusted returns over a multi-year investment horizon superior to the Russell 1000 Index, principally through investment in equity securities of U.S. large-cap companies with ESG qualities. Principally investments are in U.S. large-cap companies but holdings may be in non-U.S. and non-large-capitalization companies. Environmental, social, and governance (ESG) principles are integrated throughout the investment process. The strategy seeks to maintain higher ESG standards than its peers, based on a proprietary ESG scoring model, and invests in a diversified portfolio of high-quality companies.
Meet one of the Portfolio Managers - Karen Purzitsky, CFA
ESG Equity Strategy: Separate Account
A strategy’s focus on ESG or socially responsible factors will cause it to sell or avoid certain stocks. Such stocks may subsequently perform better than stocks selected considering ESG or socially responsible factors. The evaluation of ESG and socially responsible factors will affect a strategy’s exposure to certain issuers, industries, sectors, regions, and countries and may impact the relative financial performance of such strategy depending on whether such investments are in or out of favor. There is no guarantee that integrating an ESG or a socially responsible analysis will provide improved risk-adjusted returns over any specific time period.
Alternatives
GLOBAL ALPHA EQUITIES FUND (WRAIX)
This fund seeks to achieve long-term growth of capital with lower volatility than broader equity markets. The Fund retains Wellington Management LLP. to construct an actively managed, global and diversified portfolio of equity securities, and implements an index based hedging strategy in an effort to reduce the severity of portfolio losses in times of market downturns.
Meet one of the Portfolio Managers - Jordan Strauss
Global Alpha Equities Fund: Mutual Fund (WRAIX)
Investments such as mutual funds which focus on alternative strategies are subject to increased risk of loss of principal and are not suitable for all investors.
REAL ASSET FUND (WMRIX)
This fund seeks to achieve long-term preservation of capital with current income by investing in “real return” assets principally consisting of global inflation debt protected securities, global real estate securities, and commodity/natural resource related securities.
Meet one of the Portfolio Managers - Jordan Strauss
Real Asset Fund: Mutual Fund (WMRIX)
Stock markets, especially foreign markets, are volatile and can decline significantly in response to adverse issuer, political, regulatory, market or economic developments. Bond prices are sensitive to changes in interest rates, and a rise in interest rates can cause a decline in their prices.
Fixed Income
INTERMEDIATE NATIONAL STRATEGY
The strategy seeks to preserve capital and generate incremental income in a relative value, duration-neutral approach. The strategy typically invests in various types of municipal obligations with a maturity range of three to fifteen years.
Meet one of the Portfolio Managers - John Malloy
Total Return Intermediate National Strategy: Separate Account
Municipal Bond Fund: Mutual Fund (WTAIX)
SHORT-INTERMEDIATE NATIONAL STRATEGY
This strategy seeks to preserve capital and generate incremental income in a relative value, duration-neutral approach. The strategy typically invests in various types of municipal obligations with a maturity range of one to eight years.
Meet one of the Portfolio Managers - John Malloy
Total Return Short-intermediate National Strategy: Separate Account
SHORT NATIONAL STRATEGY
This strategy seeks to preserve capital and generate incremental income in a relative value, duration-neutral approach. The strategy typically invests in various types of municipal obligations with a maturity range of one-half to four years.
Meet one of the Portfolio Managers - John Malloy
Total Return Short National Strategy: Separate Account
Municipal bonds typically provide a lower yield than comparable taxable bonds in consideration of the tax-advantaged status of the interest payments from these bonds, which are exempt from federal taxes and may be exempt from applicable state and/or local taxes in the states and/or municipalities where they were issued.
MULTI-STRATEGY INCOME SOLUTION (MSIS) STRATEGY
This strategy seeks to deliver total return from investing in a diverse portfolio of fixed income securities and/or fixed income funds with attractive current income and managed interest rate exposure.
Meet one of the Portfolio Managers - Thomas Pierce
Multi-Strategy Income Solution (MSIS): Separate Account
SHORT-TERM BOND STRATEGY
This strategy seeks to provide current income by investing primarily in U.S. investment grade corporate and U.S. government fixed income securities, including mortgage and asset-backed securities. Generally seeks to maintain a weighted average maturity of three years or less.
Meet one of the Portfolio Managers - Jim Hannan
Short-Term Bond Strategy: Separate Account
TOTAL RETURN BROAD MARKET BOND
This strategy seeks to provide current income and secondarily, capital growth by investing primarily in U.S. investment grade corporate and government fixed income securities, including mortgage and asset backed securities. The strategy invests principally in various types of investment grade fixed income securities. Seeks to maintain a dollar-weighted average maturity of four to ten years.
Meet one of the Portfolio Managers - Randy Vogel
Core Fixed Income Strategy: Separate Account
Broad Market Bond Fund: Mutual Fund (WIBMX)
Fixed income securities involve interest rate, credit, inflation and reinvestment risks. As interest rates rise, the value of fixed income securities falls.
INTERMEDIATE-TERM BOND STRATEGY
This strategy seeks to provide current income and secondarily, capital growth by investing primarily in U.S. investment grade corporate and government fixed income securities with intermediate-term maturities, including mortgage and asset-backed securities. Seeks to maintain a dollar-weighted average maturity of three to five years.
Meet one of the Portfolio Managers - Randy Vogel
Intermediate-Term Bond Strategy: Separate Account
Fixed income securities involve interest rate, credit, inflation and reinvestment risks. As interest rates rise, the value of fixed income securities falls.
U.S. TREASURY MONEY MARKET FUND (WTIXX)
This fund seeks to provide current income while maintaining liquidity and stability of principal.
Meet one of the Portfolio Managers - Joe Fahey
U.S. Treasury Money Market Fund: Mutual Fund (WTIXX)
U.S. GOVERNMENT MONEY MARKET FUND (WGOXX)
This fund seeks to provide current income while maintaining liquidity and stability of principal.
Meet one of the Portfolio Managers - Joe Fahey
U.S. Government Money Market Fund: Mutual Fund (WGOXX)
You could lose money by investing in the fund. Although the fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. An investment in the fund is not a deposit of M&T Bank and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The investment advisor has no legal obligation to provide financial support to the fund, and you should not expect that the investment advisor will provide financial support to the fund at any time.
You should consider a fund’s investment objectives, risks, charges, and expenses carefully before you invest. Information about these and other considerations is contained in the fund’s prospectus, which is available on our website, www.wilmingtonfunds.com. Please read the prospectus carefully before investing.
WFMC and WTIA, subsidiaries of M&T Bank Corporation, are the investment advisor and primary sub-advisor, respectively, of the Wilmington Funds. ALPS Distributors, Inc., which is not affiliated with M&T Bank Corporation, is the distributor of the Wilmington Funds.
The mutual funds above are 1940 Act funds distributed by ALPS. A separately managed account (SMA) does not have a prospectus and is not registered and does not afford the oversight that a 1940 Act product does. ALPS does not distribute SMAs.
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