Wilshire 5000 Index Portfolio Investment Class Shares WFIVX

Morningstar Medalist Rating
  • NAV / 1-Day Return$38.59  /  −0.39%
  • Fund Size$298.2M
  • Adjusted Expense Ratio0.560%
  • Net Expense Ratio0.560%
  • Fee Level: DistributionBelow Average
  • Share Class TypeNo Load
  • Morningstar CategoryLarge Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield0.58%
  • Turnover Ratio5%

Morningstar’s Analysis WFIVX

Will WFIVX outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Wilshire 5000 Index Invmt holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings WFIVX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings35.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.3023M
Technology

Apple Inc

6.5220M
Technology

Microsoft Corp

5.1416M
Technology

Amazon.com Inc

3.2610M
Consumer Cyclical

Alphabet Inc Class A

2.749M
Communication Services

Alphabet Inc Class C

2.367M
Communication Services

Broadcom Inc

2.237M
Technology

Meta Platforms Inc Class A

2.177M
Communication Services

Micron Technology Inc

1.655M
Technology

Tesla Inc

1.625M
Consumer Cyclical

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