Wilmington Real Asset Fund (WMRIX) Alternatives
Wilmington Real Asset Fund (WMRIX) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WMRIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to WMRIX
WMRIX charges 0.64% annually. Among mutual funds in the Global Allocation category, these options have the lowest expense ratios among WMRIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | Feb 29, 2012 | WMRIX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | Jan 1, 1998 | WMRIX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | Apr 30, 2013 | WMRIX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | Apr 5, 2006 | WMRIX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | Dec 29, 2005 | WMRIX vs JNSMX |
Best Risk-Adjusted Alternatives to WMRIX
Among mutual funds in the Global Allocation category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | Dec 23, 2002 | WMRIX vs TIBAX | |
| Hartford Real Asset Fund | 97 | May 27, 2010 | WMRIX vs HRLYX | |
| GMO Benchmark-Free Fund | 97 | Jun 14, 2011 | WMRIX vs GBFFX | |
| GMO Benchmark-Free Allocation Fund | 96 | Jul 22, 2003 | WMRIX vs GBMFX | |
| GMO Implementation Fund | 96 | Feb 29, 2012 | WMRIX vs GIMFX |
Top Performing WMRIX Alternatives (YTD)
WMRIX alternatives from the Global Allocation category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Allspring Absolute Return Fund | 14.79% | Feb 29, 2012 | WMRIX vs WARAX | |
| Hartford Real Asset Fund | 10.68% | May 27, 2010 | WMRIX vs HRLYX | |
| Cohen & Steers Real Assets Fund Inc | 10.26% | Jan 30, 2012 | WMRIX vs RAPZX | |
| Principal Diversified Real Asset Fund | 9.23% | Mar 15, 2010 | WMRIX vs PDRDX | |
| DWS RREEF Real Assets Fund | 8.70% | Jul 29, 2007 | WMRIX vs AAAZX |
Lowest Volatility Alternatives to WMRIX
WMRIX alternatives from the Global Allocation category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| PFG BNY Mellon Diversifier Strategy Fund | 4.95% | Dec 10, 2017 | WMRIX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.78% | Mar 24, 2011 | WMRIX vs LFMIX | |
| MH Elite Income Fund of Funds | 6.46% | Aug 14, 2011 | WMRIX vs MHEIX | |
| Principal Diversified Select Real Asset Fund | 6.83% | Jul 2, 2019 | WMRIX vs PDSYX | |
| Nuveen Real Asset Income Fund | 6.94% | Sep 12, 2011 | WMRIX vs NRIIX |
Lowest Drawdown Alternatives to WMRIX
WMRIX alternatives from the Global Allocation category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| LoCorr Macro Strategies Fund Class I | -3.08% | Mar 24, 2011 | WMRIX vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -4.21% | Dec 10, 2017 | WMRIX vs PFADX | |
| MH Elite Income Fund of Funds | -4.54% | Aug 14, 2011 | WMRIX vs MHEIX | |
| Allspring Absolute Return Fund | -5.06% | Feb 29, 2012 | WMRIX vs WARAX | |
| Principal Diversified Select Real Asset Fund | -5.32% | Jul 2, 2019 | WMRIX vs PDSYX |
Other Mutual Funds from Wilmington Funds
Most popular Wilmington Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Wilmington Municipal Bond Fund | Municipal Bonds | 64 | -0.77% | Nov 1, 1993 | WMRIX vs WTAIX | |
| Wilmington Global Alpha Equities Fund | Long-Short | 23 | -2.64% | Jan 11, 2012 | WMRIX vs WRAIX | |
| Wilmington Broad Market Bond Fund | Intermediate Core Bond | 45 | -0.64% | Jul 16, 1993 | WMRIX vs WIBMX | |
| Wilmington Large-Cap Strategy Fund | Large Cap Blend Equities | 41 | -6.95% | Jul 1, 2003 | WMRIX vs WMLIX |
Often Compared With WMRIX
What investors most often compare with WMRIX, based on PortfoliosLab usage data.
Compare WMRIX with Any Fund or Stock
Compare WMRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.