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Wilshire 5000 Index Instl WINDX

Medalist Rating as of | See Wilshire Investment Hub
  • NAV / 1-Day Return 29.03  /  −0.17 %
  • Total Assets 253.3 Mil
  • Adj. Expense Ratio
    0.360%
  • Expense Ratio 0.360%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 1.19%
  • Turnover 21%

USD | NAV as of Feb 28, 2024 | 1-Day Return as of Feb 28, 2024, 11:20 PM GMT+0

Morningstar’s Analysis WINDX

Will WINDX outperform in future?

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

Wilshire 5000 Index Instl’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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Portfolio Holdings WINDX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 26.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.17 15.0 Mil
Technology

Apple Inc

6.14 14.9 Mil
Technology

NVIDIA Corp

3.12 7.6 Mil
Technology

Amazon.com Inc

2.99 7.2 Mil
Consumer Cyclical

Meta Platforms Inc Class A

1.86 4.5 Mil
Communication Services

Alphabet Inc Class A

1.78 4.3 Mil
Communication Services

Alphabet Inc Class C

1.51 3.7 Mil
Communication Services

Eli Lilly and Co

1.17 2.8 Mil
Healthcare

Tesla Inc

1.10 2.7 Mil
Consumer Cyclical

Berkshire Hathaway Inc Class B

1.07 2.6 Mil
Financial Services