Wilshire 5000 Index Invmt
(WFIVX)
14.30
-0.20
-1.38%
-0.20
-1.38%
MORE ON WFIVX
DETAILS
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 14.50 |
| Category | Large Blend |
| Net Assets | 121.10 Mil |
| Yield | 1.23% |
| Morningstar Risk | Average |
| Morningstar Return | Average |
- Last NAV update 6/20/2013 1:09 AM ET
INVESTMENT OBJECTIVE
| NA |
|---|
| The investment seeks to replicate as closely as possible the performance of the Wilshire 5000 IndexSM before the deduction of index fund expenses. The fund invests at least 80% of its assets in the common stock of companies included in the index that are representative of the index. It uses 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 index's total market value, which ranges between 1,000 and 2,500 stocks. It may invest in the common stock of companies of any size, including small-cap companies. |
CUMULATIVE PERFORMANCE OF $10,000
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | NA | NA | NA | NA | 15.04% |
| Value ($) | NA | NA | NA | NA | NA |
- Year to date performance as of 6/19/2013 12:00 AM ET
MANAGEMENT & PURCHASE INFO
| Symbol | Value ($) |
|---|---|
| Fund Family | Wilshire Mutual Funds |
| Fund Manager | Thomas Stevens |
| Tenure (Years) | 10 |
| Fund Status | Open |
| Minimum Initial Purchase | 1,000.00 |
| Minimum IRA Investment | NA |
| Front Load | 0.00 |
| Expense Ratio | 0.70% |
PERFORMANCE
| Symbol | Value ($) |
|---|---|
| 1 Month | -2.19% |
| 3 Months | 5.30% |
| 1 Year | 22.51% |
| 3 Years* | 14.98% |
| 5 Years* | 5.81% |
- * Annualized returns
- Performance as of 6/19/2013 12:00 AM ET
PEER COMPARISON
| WFIVX | Large Blend | |
|---|---|---|
| 5-Yr Return | 5.81% | 5.06% |
| Sharpe Ratio | 1.09 | 3.74 |
| Net Assets | 121.10 Mil | 888.92 Mil |
| Avg Market Cap | 37.10 Bil | 59.18 Bil |
| Avg P/E | 14.99 | 16.20 |
| Portfolio Turnover | 2 | 52 |
HOLDINGS
| Symbol | Value ($) |
|---|---|
| Stocks | 99.61% |
| Cash | 0.00% |
| Fixed Income | 0.00% |
| Other | 0.39% |
TOP 10 HOLDINGS
| NAME | % NET ASSETS |
|---|---|
| Apple Inc | 2.54% |
| Exxon Mobil Corporation | 2.43% |
| Microsoft Corporation | 1.60% |
| Johnson & Johnson | 1.45% |
| Chevron Corp | 1.44% |
| General Electric Co | 1.41% |
| International Business Machines Corp | 1.30% |
| Procter & Gamble Co | 1.29% |
| Pfizer Inc | 1.27% |
| AT&T Inc | 1.25% |
DATA PROVIDERS
Copyright © 2013 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.
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