Wilshire 5000 Index Inv
1299 Ocean Avenue Suite 700 King Of Prussia PA 19406
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Phone: 888-200-6796
| Category: | Large Blend | | Fund Family: | Wilshire Mutual Funds | | Net Assets: | 99.26M | | Year-to-Date Return: | 17.21% | | Yield: | 1.50% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Jan-99 |
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Thomas D. Stevens
Lead Manager since
01-Feb-99 | | | Stevens, a principal, has been the chairman of LA Capital since 2002 and was the chief compliance officer of LA Capital until November 2007. Prior to co-founding L.A. Capital, Stevens was senior managing director and principal at Wilshire Associates. He joined Wilshire in 1980 and for six years directed its Equity Division. In 1986, Stevens assumed responsibility for Wilshire Asset Management and for the next 16 years headed that division. Stevens holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to replicate as closely as possible the performance of the Dow Jones Wilshire 5000 index before the deduction of Portfolio expenses. The fund invests primarily in the common stock of companies included in the index that are representative of the index. It uses enhanced "stratified sampling" techniques in an attempt to replicate the return of the index. The fund holds stocks representing at least 90% of the total market value of the index. |
| Last Dividend
(29-Dec-08):
| 0.13 | | Last Cap Gain
(28-Nov-00):
| 0.14 | | Annual Holdings Turnover
| 52.00% | | Average for Category:
| 78.94% |
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| Expense | WFIVX | Category
Avg | | Total Expense Ratio: | 0.78%
| 1.08% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 249 | $776 | | 5 Yr Expense Projection*: |
$ 433 | $1,291 | | 10 Yr Expense Projection*: |
$ 966 | $2,371 |
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0.34% Nasdaq 
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