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Nasdaq - Delayed Quote USD
FT Wilshire 5000 Index Invmt (WFIVX)
29.89
-1.59
(-5.05%)
At close: 8:02:21 PM EDT
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- Previous Close
31.48 - YTD Return 1.04%
- Expense Ratio 0.60%
- Category Large Blend
- Last Cap Gain 77.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 284.31M
- Beta (5Y Monthly) 1.01
- Yield 0.78%
- 5y Average Return --
- Holdings Turnover 2.00%
- Last Dividend 0.26
- Inception Date Feb 1, 1999
The fund invests at least 80% of its assets in the equity securities of companies included in the index that are representative of the index. The managers may use 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 total market value of the index.
Wilshire Mutual Funds
Fund Family
Large Blend
Fund Category
284.31M
Net Assets
1999-02-01
Inception Date
Performance Overview: WFIVX
View MoreTrailing returns as of 4/1/2025. Category is Large Blend.
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Holdings: WFIVX
View MoreSector Weightings
SectorWFIVX
Technology 30.11%
Financial Services 14.18%
Healthcare 11.09%
Consumer Cyclical 10.74%
Communication Services 9.04%
Industrials 8.48%
Consumer Defensive 5.63%
Energy 3.47%
Real Estate 2.73%
Utilities 2.47%
Basic Materials 2.05%
Recent News: WFIVX
View MoreResearch Reports: WFIVX
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