WILMINGTON, Del. -- M&T
Bank and Wilmington Trust have
reorganized the MTB Group of Funds and Wilmington Funds
into one fund family. The new and expanded "Wilmington
Funds" offers a broader portfolio of investment
choices for clients.
Wilmington Funds (www.wilmingtonfunds.com)
now boasts 25 funds and $13.8 billion in assets as of Dec.
31, 2011. The new continuum of funds offer investment depth
and asset class coverage through a total of four money
market funds, nine fixed income funds, three asset
allocation funds, seven equity funds, a multi-manager real
asset fund, and an alternatives fund. The complete list of
funds is below.
"The reorganization of these two fund families creates
a strategic spectrum of mutual funds designed to address a
wide range of investor goals with choices ranging from
money market, fixed income, equity, and asset allocation
funds," said
Ken Thompson, senior vice president of Asset
Management. "Through the new Wilmington Funds we can
provide our clients with a wide array of mutual funds to
help meet their investment goals."
Wilmington Funds, advised by Wilmington Funds Management
Corporation (WFMC), offers focused equity choices
including: small, mid, and large cap growth, large cap
value, and a multi-manager international equity fund.
"Having worked alongside and served
ultra-high-net-worth and institutional clients, we've
learned something about their unique needs," said
Sam Fraundorf, president of Wilmington Trust Investment
Advisors, Inc. (WTIA), the primary sub-adviser to the
Wilmington Funds. "This experience has enabled us to
develop differentiated mutual fund solutions that provide
for these needs."
Recognizing the increasing income needs of clients,
Wilmington Trust broadens its taxable fixed income
offerings to include short-duration corporate and
government funds, and intermediate and broad market funds.
"Given our expertise working with successful
individuals and families, there is a particular focus on
our municipal operation, where we offer both national
municipal and state specific municipal bond funds,"
said
Bob Truesdell, head of Wilmington Trust's Fixed
Income team.
Wilmington Trust will also maintain its suite of money
market offerings including U.S. Government, U.S. Treasury,
prime, and tax-exempt funds.
In addition, Wilmington Funds offers a range of strategic
allocation funds, a multi-manager real asset fund, and an
alternatives fund that invests in a variety of hedge
strategies.
COMPLETE LIST OF WILMINGTON FUNDS
EQUITY
Wilmington Large-Cap Strategy Fund
Wilmington Large-Cap Value Fund
Wilmington Large-Cap Growth Fund
Wilmington Mid-Cap Growth Fund
Wilmington Small-Cap Strategy Fund
Wilmington Small-Cap Growth Fund
Wilmington Multi-Manager International Fund
ALTERNATIVE/REAL ASSET
Wilmington Rock Maple Alternatives Fund
Wilmington Multi-Manager Real Asset Fund
ASSET ALLOCATION
Wilmington Strategic Allocation Conservative Fund
Wilmington Strategic Allocation Moderate Fund
Wilmington Strategic Allocation Aggressive Fund
TAXABLE FIXED INCOME
Wilmington Short Duration Government Bond Fund
Wilmington Short-Term Corporate Bond Fund
Wilmington Intermediate-Term Bond Fund
Wilmington Broad Market Bond Fund
MUNICIPAL FIXED INCOME
Wilmington Municipal Bond Fund
Wilmington Virginia Municipal Bond Fund
Wilmington Maryland Municipal Bond Fund
Wilmington Pennsylvania Municipal Bond Fund
Wilmington New York Municipal Bond Fund
MONEY MARKET
Wilmington Prime Money Market Fund
Wilmington U.S. Treasury Money Market Fund
Wilmington U.S. Government Money Market Fund
Wilmington Tax-Exempt Money Market Fund
ABOUT WTIA
Wilmington Trust Investment Advisors, Inc. (WTIA) provides
clients with access to quality investment advisory and
asset management expertise including equity, fixed income,
and alternative strategies. On Jan. 10, 2012, MTB
Investment Advisors, Inc. (MTBIA), an indirect wholly owned
subsidiary of M&T, changed its name to WTIA.
WTIA had over $14 billion of assets under management at
Dec. 31, 2011, and it also oversees the investment
processes of its affiliates, Wilmington Trust and M&T Bank,
which had $44 billion of assets under management at Dec.
31, 2011.
ABOUT WILMINGTON FUNDS MANAGEMENT CORPORATION
On March 12, 2012, Rodney Square Management Corporation was
renamed Wilmington Funds Management Corporation
(WFMC). WFMC, a wholly owned subsidiary of M&T Bank
Corporation and a SEC-registered investment adviser,
provides investment advisory services to the Wilmington
Funds.
ABOUT WILMINGTON TRUST
Wilmington
Trust is owned by M&T
Bank Corporation (M&T). Wilmington Trust provides
Wealth Advisory Services for high-net-worth clients
throughout the United States and Europe, and
Corporate Client Services for institutional clients
throughout the world. Wilmington Trust has offices in
Arizona, California, Connecticut, Delaware, Florida,
Georgia, Maryland, Massachusetts, Michigan, Minnesota,
Nevada, New Jersey, New York, Pennsylvania, South Carolina,
Texas, Vermont, the Cayman Islands, the Channel Islands,
London, Dublin, Frankfurt, Luxembourg, and Amsterdam. For
more information, visit wilmingtontrust.com.
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NOT FDIC INSURED •
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NO BANK GUARANTEE •
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MAY LOSE VALUE
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You should carefully consider the investment objectives,
risks, charges, and expenses of the Wilmington Funds before
investing. A prospectus with this and other important
information may be obtained by calling 800-836-2211 or by
visiting www.wilmingtonfunds.com.
The prospectus should be read carefully before investing.
Wilmington Funds Management Corporation and Wilmington
Trust Investment Advisors, Inc., subsidiaries of M&T Bank
Corporation, are the investment advisor and primary
sub-advisor, respectively, of the Wilmington Funds with the
exception of the Wilmington Strategic Allocation Moderate
Fund whose investment advisor is Wilmington Trust
Investment Advisors, Inc. ALPS Distributors, Inc., which is
not affiliated with M&T Bank Corporation, is the
distributor of the Wilmington Funds.
RISKS:
Investing in mutual funds involves risks, including the
potential loss of the initial amount invested.
Asset allocation does not assure a profit or protect
against a loss.
An investment in money market funds is neither insured nor
guaranteed by the Federal Deposit Insurance Corporation or
any other government agency. Although money market
funds seek to preserve the value of your investment at
$1.00 per share, it is possible to lose money by investment
in these funds.
All investments involve risks, including possible loss of
principal. Stock markets, especially foreign markets,
are volatile and can decline significantly in response to
adverse issuer, political, regulatory, market or economic
developments.
Alternative strategies may use aggressive investment
approaches, which can be riskier than those typically
associated with mutual funds. If a fund employing
alternative strategies is unsuccessful, the fund and you
may lose more money than if you had invested in another
fund that did not invest aggressively. Alternative
strategies are subject to risks associated with
sub
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