Wilmington Fundamentals

WMRIX -  USA Fund  

USD 16.80  0.10  0.59%

Wilmington Real Asset fundamentals help investors to digest information that contributes to Wilmington Real's financial success or failures. It also enables traders to predict the movement of Wilmington Mutual Fund. This fundamental analysis module provides a way for investors to measures Wilmington Real's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Wilmington Real mutual fund. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

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Wilmington One Year Return Analysis

Wilmington Real's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About One Year Return | All Equity Analysis

Current Wilmington Real One Year Return

    
  (8.61) %  
Most of Wilmington Real's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Wilmington Real Asset is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Wilmington Real One Year Return Component Assessment

Based on the recorded statements, Wilmington Real Asset has an One Year Return of -8.61%. This is much lower than that of the Wilmington Funds family and significantly lower than that of the World Allocation category. The one year return for all United States funds is notably higher than that of the company.

Wilmington Real Asset Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Wilmington Real's current stock value. Our valuation model uses many indicators to compare Wilmington Real value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wilmington Real competition to find correlations between indicators driving Wilmington Real's intrinsic value. More Info.
Wilmington Real Asset is rated second in equity positions weight among similar funds. It is presently regarded as number one fund in cash position weight among similar funds creating about  0.57  of Cash Position Weight per Equity Positions Weight. The ratio of Equity Positions Weight to Cash Position Weight for Wilmington Real Asset is roughly  1.75 

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Fund Asset Allocation for Wilmington Real

The fund invests 28.46% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (26.4%) , cash (16.27%) and various exotic instruments.
 Value 
      Instrument Type 

Wilmington Fundamentals

About Wilmington Real Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Wilmington Real Asset's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wilmington Real using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wilmington Real Asset based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The investment seeks to achieve long-term preservation of capital with current income. Wilmington Real is traded on NASDAQ Exchange in the United States.

Wilmington Real Investors Sentiment

The influence of Wilmington Real's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Wilmington. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.

Current Sentiment - WMRIX

Wilmington Real Asset Investor Sentiment

Most of Macroaxis users are at this time bullish on Wilmington Real Asset. What is your outlook on investing in Wilmington Real Asset? Are you bullish or bearish?
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Bearish
98% Bullish
2% Bearish
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity..
Check out Wilmington Real Piotroski F Score and Wilmington Real Altman Z Score analysis. Note that the Wilmington Real Asset information on this page should be used as a complementary analysis to other Wilmington Real's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.

Complementary Tools for Wilmington Mutual Fund analysis

When running Wilmington Real Asset price analysis, check to measure Wilmington Real's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Wilmington Real is operating at the current time. Most of Wilmington Real's value examination focuses on studying past and present price action to predict the probability of Wilmington Real's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Wilmington Real's price. Additionally, you may evaluate how the addition of Wilmington Real to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Wilmington Real's value and its price as these two are different measures arrived at by different means. Investors typically determine Wilmington Real value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Wilmington Real's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.