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Wilshire 5000 Index Invmt WFIVX

Quantitative rating as of
  • 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.



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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