WINDX – Wilshire 5000 Index Instl Investment Strategy | Morningstar

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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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
WFIVX	Wilshire 5000 Index Portfolio Investment Class Shares	No Load	Open			Feb 1, 1999	$249.22M	0.560%	Below Average	$1,000	−$29.19M
WINDX	Wilshire 5000 Index Portfolio Class Institutional	Institutional	Open			Feb 1, 1999	$64.65M	0.340%	Low	$250,000	−$7.51M

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