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WFIVX
Mutual Fund ticker: NASDAQ
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FT Wilshire 5000 Index Invmt (WFIVX) Ownership - Who owns FT Wilshire 5000 Index Invmt?

The investment seeks to replicate as closely as possible the performance of the FT Wilshire 5000 Index SM before the deduction of index fund expenses... Show more

Category: #Large Blend

Profile

Category
Large Blend
Address
Wilshire Mutual Funds Inc1299 Ocean Avenue Suite 700King of Prussia
Phone
N/A
Web
https://advisor.wilshire.com/ProductsServices/MutualFunds.aspx?

Details

Group
Domestic Stock Funds
Category
Large Blend
Total Expense Ratio
0.60
Min. Initial Investment
1000.00
Fund Existence
about 26 years
Turnover
5.00
Front Load
N/A
Net Assets
265114670.00
Manager Tenure
N/A

Fundamentals

WFIVX
Net Assets
265M
Fund Existence
about 26 years
Turnover
5.00
Total Expense Ratio
0.60
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Large Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.60
Assets in Top Ten Holdings
69.7M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
211M
Fund Type
OpenEnd
Index Fund
Yes
Management Fee
0.10
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
2222.00
Number of Net Holdings
2223.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
0.01
Weighting Top Ten Holdings
30.69%
Gain YTD
-4.523
Annual Yield % from dividends
0.82
Returns for 1 year
5.90
Returns for 3 years
13.38
Returns for 5 years
85.02
Returns for 10 years
91.48
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General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Wilshire Mutual Funds Inc1299 Ocean Avenue Suite 700King of Prussia
Phone
N/A
Web
https://advisor.wilshire.com/ProductsServices/MutualFunds.aspx?