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WFIVX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$33.26
Change
+$0.36 (+1.09%)
Net Assets
288.07M

WFIVX FT Wilshire 5000 Index Invmt Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), Tesla (NASDAQ:TSLA).

Industry description

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. 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.

Market Cap

The average market capitalization across the FT Wilshire 5000 Index Invmt MF is 1.89T. The market cap for tickers in the group ranges from 559.85B to 3.3T. NVDA holds the highest valuation in this group at 3.3T. The lowest valued company is TSLA at 559.85B.

Volume

The average weekly volume growth across all stocks in the FT Wilshire 5000 Index Invmt MF was 79%. For the same stocks of the MF, the average monthly volume growth was 117% and the average quarterly volume growth was -18%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 80
P/E Growth Rating: 53
Price Growth Rating: 23
SMR Rating: 29
Profit Risk Rating: 12
Seasonality Score: -8 (-100 ... +100)
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A.I. Advisor
published General Information

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?
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WFIVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WFIVX has been closely correlated with VSMPX. These tickers have moved in lockstep 99% of the time. This A.I.-generated data suggests there is a high statistical probability that if WFIVX jumps, then VSMPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WFIVX
1D Price
Change %
WFIVX100%
+1.09%
VSMPX - WFIVX
99%
Closely correlated
+1.11%
VSTSX - WFIVX
99%
Closely correlated
+1.11%
VFFSX - WFIVX
96%
Closely correlated
+1.09%
FXAIX - WFIVX
94%
Closely correlated
+1.10%
VFIAX - WFIVX
90%
Closely correlated
+1.09%
More