WSFS Financial Corporation

Frequently Asked Questions About WSFS

What does WSFS invest in?

WSFS Financial Corporation operates as the savings and loan holding company for the Wilmington Savings Fund Society, FSB that provides various banking services in the United States. It operates through WSFS Bank, Cash Connect, and Wealth and Trust segments. The company offers deposit products, including noninterest-bearing demand deposits, money market, and interest-bearing demand deposits, as well as certificates of deposit and jumbo certificates of deposit. It also provides loans, such as commercial and industrial loans, commercial mortgage loans, and construction and land development loans, as well as residential and consumer loans comprising residential mortgage, equity secured lines and loans, installment loans, unsecured lines of credit, originated education loans, and previously acquired education loans. In addition, the company offers ATM vault cash, smart safe and cash logistics services, planning and advisory services, investment management, and personal and institutional trust services. WSFS Financial Corporation was founded in 1832 and is headquartered in Wilmington, Delaware.

What is the expense ratio of WSFS?

An expense ratio for WSFS Financial Corporation (WSFS) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is WSFS?

WSFS Financial Corporation (WSFS) manages $4.21B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is WSFS actively managed or an index fund?

WSFS's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was WSFS launched?

WSFS Financial Corporation (WSFS) launched in November 1986 and is managed by the fund issuer.

How has WSFS performed?

WSFS's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.