Wilshire 5000 Index Portfolio Investment Class Shares WFIVX Strategy
Strategy
The investment seeks to replicate as closely as possible the performance of the FT Wilshire 5000 Index SM before the deduction of index fund expenses. The fund invests at least 80% of its assets in the equity securities of companies included in the index that are representative of the index. The managers may use enhanced “stratified sampling” techniques in an attempt to replicate the performance of the index. The fund normally holds stocks representing at least 90% of the total market value of the index.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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WFIVX
| Wilshire 5000 Index Portfolio Investment Class Shares | No Load | Open | $249.22M | 0.560% | Below Average | $1,000 | −$29.19M | |||
WINDX
| Wilshire 5000 Index Portfolio Class Institutional | Institutional | Open | $64.65M | 0.340% | Low | $250,000 | −$7.51M |