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Wilshire 5000 Index Invmt (WFIVX)

17.92 Down 0.01(0.06%) May 5
Prev Close:17.93
YTD Return*:1.63%
Net Assets*:215.07M
Yield*:1.36%

* As of 30-Apr-16

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for WFIVX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AAPL3.03N/A
MSFT2.17N/A
GOOG2.08N/A
XOM1.71N/A
GE1.58N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:215.07M
Category:Large Blend
Annual Report Expense Ratio (net):0.64%

Performance & Risk

YTD Return:1.63%
5y Avg Return:9.89%
Rank in Category (ytd):33
% Rank in Category (ytd):1.99%
Beta (3y):1.00
Morningstar Risk Rating:3

Fund Summary

The investment seeks to replicate as closely as possible the performance of the Wilshire 5000 IndexSM before the deduction of index fund expenses. The fund invests at least 80% of its assets 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 performance of the index. The fund normally holds stocks representing at least 90% of the index's total market value, which ranges between 1,000 and 2,500 stocks. View More
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