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FT Wilshire 5000 Index Instl (WINDX)

29.94
-1.60
(-5.07%)
At close: 8:02:21 PM EDT
Loading Chart for WINDX
  • Previous Close 31.54
  • YTD Return 1.07%
  • Expense Ratio 0.36%
  • 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 0.98%
  • 5y Average Return --
  • Holdings Turnover 2.00%
  • Last Dividend 0.33
  • 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: WINDX

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Trailing returns as of 4/2/2025. Category is Large Blend.

YTD Return

WINDX
1.07%
Category
5.31%
 

1-Year Return

WINDX
16.73%
Category
20.31%
 

3-Year Return

WINDX
11.07%
Category
6.48%
 

5-Year Return

WINDX
15.80%
Category
11.78%
 

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Holdings: WINDX

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Sector Weightings

SectorWINDX
Technology   30.11%
Healthcare   11.09%
Industrials   8.48%
Energy   3.47%
Real Estate   2.73%
Utilities   2.47%

Recent News: WINDX

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Research Reports: WINDX

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