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Morningstar

Wilshire 5000 Index Invmt WFIVX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 24.46  /  1.12 %
  • Total Assets 215.7 Mil
  • Adj. Expense Ratio
    0.520%
  • Expense Ratio 0.540%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.07%
  • Turnover 9%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:27 PM GMT+00:00

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.

Summary

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Despite Wilshire 5000 Index Invmt’s middling Parent Pillar rating, strength in the Process Pillar helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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