WDIAX – Wilmington Enhanced Div Inc Strat A Investment Strategy | Morningstar

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Strategy

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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
WDIIX	Wilmington Enhanced Dividend Income Strategy Fund Class I	Institutional	Open			Jun 11, 2010	$56.30M	0.500%	Below Average	$100,000	−$1.60M
WDIAX	Wilmington Enhanced Dividend Income Strategy Fund Class A	Front Load	Open			Feb 4, 1999	$37.69M	0.750%	Low	$1,000	−$3.53M

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