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.
- NAV / 1-Day Return 24.46 / 1.12 %
- Total Assets 215.7 Mil
Adj. Expense Ratio
- 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%
Morningstar’s Analysis WFIVX
Will WFIVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.