WFIVX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

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

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

WFIVX

Net Assets

248M

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

Fund Share Class Net Assets

198M

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

-10.361

Annual Yield % from dividends

0.82

Returns for 1 year

1.96

Returns for 3 years

13.32

Returns for 5 years

51.84

Returns for 10 years

75.92

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General Information

Category LargeBlend

Profile

Fundamentals

Details