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Ft Wilshire 5000 Index Fund - Investment Class: (MF: WFIVX)
(NASDAQ Mutual Funds) As of May 1, 2025 08:00 PM ET
$31.07 USD
+0.18 (0.58%)
Zacks MF Rank
NA
Fund Description
The fund was incepted in January 1999 and is managed by Wilshire Associates Incorporated. The fund seeks to replicate as closely as possible the performance of the index before the deduction of portfolio expenses. The fund invests primarily in the common stock of companies included in the Index that are representative of the entire Index. The fund distributes its dividends and capital gains at least once a year.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| FT Wilshire 5000 Index Investment | WFIVX | NA | NA | 0.00 | 0.20 | 0.10 | 0.56 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Wilshire 5000 Index Inv | WFIVX | 31.07 | 2/1/1999 | 0.82 | 6.29 | 7.47 | 17.41 |
| Wilshire 5000 Index Inst | WINDX | 29.95 | 2/1/1999 | 1.04 | 6.53 | 7.71 | 17.69 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| FT Wilshire 5000 Index Investment | WFIVX | 1000 | 100 | 0 | A |
Contact Information
| Family | Wilshire Funds |
| Address | 1299 Ocean Ave Santa Monica, CA 90401 |
| Phone | 888 200-6796 |