Morningstar

Wilshire 5000 Index Portfolio Investment Class Shares WFIVX

Morningstar Medalist Rating
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Medalist Rating as of See Wilshire Investment Hub
  • NAV / 1-Day Return $39.40  /  +0.77 %
  • Fund Size $312.4M
  • Adjusted Expense Ratio 0.560%
  • Net Expense Ratio 0.560%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.58%
  • Turnover Ratio 5%
NAV and 1-Day Return as of

Morningstar’s Analysis WFIVX

Will WFIVX outperform in the 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.

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.

by Morningstar Automated Analysis
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 33.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.02 22M
Technology

Apple Inc

6.17 19M
Technology

Microsoft Corp

5.06 16M
Technology

Amazon.com Inc

3.39 11M
Consumer Cyclical

Alphabet Inc Class A

2.69 8M
Communication Services

Broadcom Inc

2.34 7M
Technology

Alphabet Inc Class C

2.31 7M
Communication Services

Meta Platforms Inc Class A

1.70 5M
Communication Services

Tesla Inc

1.67 5M
Consumer Cyclical

Micron Technology Inc

1.47 5M
Technology

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