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Nasdaq - Delayed Quote USD
FT Wilshire 5000 Index Invmt (WFIVX)
28.14
-1.75
(-5.85%)
At close: April 4 at 8:02:21 PM EDT
Top 10 Holdings (29.84% of Total Assets)
Sector 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%
Overall Portfolio Composition (%)
| Cash | 1.30% |
| Stocks | 98.69% |
| Bonds | 0.00% |
| Others | 0.00% |
| Preferred | 0.00% |
| Convertible | 0.00% |
Bond Ratings
| US Government | 0.00% |
| AAA | -- |
| AA | -- |
| A | -- |
| BBB | -- |
| BB | -- |
| B | -- |
| Below B | -- |
| Other | -- |
Equity Holdings
| Average | WFIVX | Category Average |
|---|---|---|
| Price/Earnings | 0.04 | 0.04 |
| Price/Book | 0.23 | 0.21 |
| Price/Sales | 0.35 | 0.4 |
| Price/Cashflow | 0.06 | 0.06 |
| Median Market Cap | 218,614.89 | 335,222.28 |
| 3 Year Earnings Growth | 12.4 | 21.25 |
Bond Holdings
| Average | WFIVX | Category Average |
|---|---|---|
| Maturity | -- | -- |
| Duration | -- | 4.6 |
| Credit Quality | -- | -- |
Performance & Risk
| YTD Return | -8.65% |
| 5y Average Return | 17.47% |
| Rank in Category (ytd) | 70 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Wilshire Mutual Funds |
| Net Assets | 264.75M |
| YTD Return | -4.92% |
| Yield | 0.82% |
| Morningstar Rating | |
| Inception Date | Feb 01, 1999 |
Fund Summary
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.
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