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 a closer substitute for your current allocation.
Cheapest Alternatives to WMRIX
WMRIX charges 0.64% annually. There are 17 mutual funds in the Global Allocation category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | — | Feb 2012 | WMRIX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | — | Jan 1998 | WMRIX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | — | Apr 2013 | WMRIX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | — | Apr 2006 | WMRIX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | — | Dec 2005 | WMRIX vs JNSMX |
Best Risk-Adjusted Alternatives to WMRIX
WMRIX has a PortfoliosLab risk / return rank of 49. There are 54 mutual funds in the Global Allocation category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | — | Dec 2002 | WMRIX vs TIBAX | |
| GMO Benchmark-Free Fund | 95 | — | Jun 2011 | WMRIX vs GBFFX | |
| GMO Implementation Fund | 95 | — | Feb 2012 | WMRIX vs GIMFX | |
| GMO Benchmark-Free Allocation Fund | 95 | — | Jul 2003 | WMRIX vs GBMFX | |
| SA Worldwide Moderate Growth Fund | 93 | — | Jun 2015 | WMRIX vs SAWMX |
Top Performing WMRIX Alternatives (YTD)
WMRIX is at 11.89% YTD. There are 11 mutual funds in the Global Allocation category with higher YTD returns, going as high as 24.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Global Total Return Fund | 24.25% | — | Oct 2005 | WMRIX vs CGO | |
| Calamos Global Dynamic Income Fund | 22.87% | — | Jun 2007 | WMRIX vs CHW | |
| Calamos Global Opportunities Fund | 18.19% | — | Sep 1996 | WMRIX vs CVLOX | |
| Thornburg Investment Income Builder Fund | 17.44% | — | Dec 2002 | WMRIX vs TIBAX | |
| Leuthold Global Fund | 15.78% | — | Apr 2008 | WMRIX vs GLBIX |
Lowest Volatility Alternatives to WMRIX
WMRIX has 8.92% 1-year volatility. There are 37 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 3.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 3.03% | — | Jul 2019 | WMRIX vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.45% | — | Dec 2017 | WMRIX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.69% | — | Mar 2011 | WMRIX vs LFMIX | |
| Pioneer Multi-Asset Income Fund | 5.92% | — | Dec 2011 | WMRIX vs PMFYX | |
| Nuveen Real Asset Income Fund | 5.92% | — | Sep 2011 | WMRIX vs NRIIX |
Lowest Drawdown Alternatives to WMRIX
WMRIX has a 1-year max drawdown of -6.32%. There are 26 mutual funds in the Global Allocation category with shallower 1-year drawdowns, going as shallow as -1.98%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | -1.98% | — | Jul 2019 | WMRIX vs PDSYX | |
| LoCorr Macro Strategies Fund Class I | -2.60% | — | Mar 2011 | WMRIX vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | WMRIX vs PFADX | |
| Allspring Absolute Return Fund | -3.81% | — | Feb 2012 | WMRIX vs WARAX | |
| Pioneer Multi-Asset Income Fund | -4.08% | — | Dec 2011 | WMRIX vs PMFYX |
Other Mutual Funds from Wilmington Funds
The 4 most viewed Wilmington Funds mutual funds shown here include WTAIX, WRAIX, WIBMX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Wilmington Municipal Bond Fund | Municipal Bonds | 64 | 0.80% | — | Nov 1993 | WMRIX vs WTAIX | |
| Wilmington Global Alpha Equities Fund | Long-Short | 23 | 2.85% | — | Jan 2012 | WMRIX vs WRAIX | |
| Wilmington Broad Market Bond Fund | Intermediate Core Bond | 16 | -0.14% | — | Jul 1993 | WMRIX vs WIBMX | |
| Wilmington Large-Cap Strategy Fund | Large Cap Blend Equities | 60 | 9.47% | — | Jul 2003 | WMRIX vs WMLIX |
Often Compared With WMRIX
Investors most often compare WMRIX with TZINX, HGLB, CIBFX. These 20 comparison targets span 1 categories, 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.
Pair WMRIX with funds that move differently
Wilmington Real Asset Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WMRIX.
Explore WMRIX Diversifiers