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  • Fund Type: Open-End Fund
  • Objective: Blend Broad Market
  • Asset Class: Equity
  • Geographic Focus: U.S.

Wilshire Mutual Funds Inc - Wilshire 5000 Index Portfolio

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WFIVX:US

18.10 USD 0.04 0.22%

As of 09:29:30 ET on 03/26/2015.

Snapshot for Wilshire Mutual Funds Inc - Wilshire 5000 Index Portfolio (WFIVX)

Year To Date: +0.50% 3-Month: -0.81% 3-Year: +14.97% 52-Week Range: 16.06 - 18.56
1-Month: -2.22% 1-Year: +11.84% 5-Year: +13.71% Beta vs DWC: -

Mutual Fund Chart for WFIVX

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  • WFIVX:US 18.10
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Fund Profile & Information for WFIVX

Wilshire 5000 Index Portfolio is an open-end fund incorporated in the USA. The Fund's objective is to replicate as closely as possible the performanceof the Index before the deduction of fund expenses. The Fund invests primarily in the common stock of companies included in the Index that are representative of the entire Index.

Inception Date: 02-01-1999 Telephone: 1-888-200-6796
Managers: THOMAS D STEVENS "TOM" / HAL W REYNOLDS
Web Site: www.wilfunds.com

Fundamentals for WFIVX

NAV (on 2015-03-26) 18.10
Assets (M) (on 2015-03-26) 225.22
Fund Leveraged N
Minimum Investment 1,000.00
Minimum Subsequent Investment 100.00

Dividends for WFIVX

Dividend Type Income
Dividend Frequency Annual
Last Dividend Net (on 2014-12-30) 0.22
Dividend Yield (ttm) 1.22

Fees & Expenses for WFIVX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 0.10
Redemption Fee 0.00
12b1 Fee 0.25
Expense Ratio 0.65

Top Fund Holdings for WFIVX

Filing Date: 01/31/2015
Name Position Value % of Total
Apple Inc 62,263 7,294,733 3.304%
Exxon Mobil Corp 44,922 3,927,081 1.779%
Microsoft Corp 93,137 3,762,735 1.704%
Google Inc 5,912 3,160,082 1.431%
Berkshire Hathaway Inc 20,865 3,002,682 1.360%
Johnson & Johnson 29,758 2,979,966 1.350%
Wells Fargo & Co 53,367 2,770,815 1.255%
General Electric Co 107,796 2,575,246 1.167%
Procter & Gamble Co/The 28,952 2,440,364 1.105%
JPMorgan Chase & Co 40,159 2,183,846 0.989%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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