Morningstar

Wilshire 5000 Index Portfolio Class Institutional WINDX

Morningstar Medalist Rating
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Medalist Rating as of See Wilshire Investment Hub
  • NAV / 1-Day Return$39.05  /  −0.46%
  • Fund Size$298.2M
  • Adjusted Expense Ratio0.340%
  • Net Expense Ratio0.340%
  • Fee Level: DistributionLow
  • Share Class TypeInstitutional
  • Morningstar CategoryLarge Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$250,000
  • Investment StatusOpen
  • TTM Yield0.77%
  • Turnover Ratio5%
NAV and 1-Day Return as of

Morningstar’s Analysis WINDX

Will WINDX 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 WINDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WINDX 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 WINDX’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 Instl holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings WINDX

More WINDX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings35.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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