Advertisement
Skip to Content

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
    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%

Morningstar’s Analysis WFIVX

Will WFIVX outperform in future?

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

Summary

|

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.

Unlock our full analysis with Morningstar Investor