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Morningstar

Wilshire 5000 Index Invmt WFIVX

Morningstar Medalist Rating
Medalist Rating as of | See Wilshire Investment Hub
  • NAV / 1-Day Return 28.38  /  −0.21 %
  • Total Assets 248.5 Mil
  • Adj. Expense Ratio
    0.580%
  • Expense Ratio 0.580%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.91%
  • Turnover 5%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0

Morningstar’s Analysis WFIVX

Will WFIVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WFIVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WFIVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WFIVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Wilshire 5000 Index Invmt’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WFIVX

More WFIVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.11 15.5 Mil
Technology

Apple Inc

5.64 14.3 Mil
Technology

NVIDIA Corp

3.75 9.5 Mil
Technology

Amazon.com Inc

3.19 8.1 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.22 5.6 Mil
Communication Services

Alphabet Inc Class A

1.64 4.2 Mil
Communication Services

Alphabet Inc Class C

1.39 3.5 Mil
Communication Services

Us Bank Mmda - Usbgfs 7

1.33 3.4 Mil
Cash and Equivalents

Eli Lilly and Co

1.27 3.2 Mil
Healthcare

Tesla Inc

1.12 2.8 Mil
Consumer Cyclical