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Wilshire Mutual Funds Inc - Wilshire 5000 Index Portfolio

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WFIVX:US
NASDAQ GM
17.57
USD
0.03
0.17%
As of 09:29:30 ET on 08/28/2015.
Fund Type
Open-End Fund
52Wk Range
16.44 - 18.76
1 Yr Return
0.36%
YTD Return
-2.44%
Previous Close
17.54
52Wk Range
16.44 - 18.76
1 Yr Return
0.36%
YTD Return
-2.44%
Fund Type
Open-End Fund
Objective
Blend Broad Market
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 08/28/2015)
17.57
Total Assets (m USD) (on 08/28/2015)
217.246
Inception Date
02/01/1999
Last Dividend (on 12/30/2014)
0.2209
Dividend Indicated Gross Yield
1.26%
Fund Managers
THOMAS D STEVENS "TOM" / HAL W REYNOLDS
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.25%
Current Mgmt Fee
0.10%
Expense Ratio
0.65%
Top Fund Holdings
Name Position Value % of Fund
Apple Inc 62.14 k 7.54 m 3.27
Microsoft Corp 92.91 k 4.34 m 1.88
Google Inc 5.93 k 3.71 m 1.61
Exxon Mobil Corp 44.86 k 3.55 m 1.54
Wells Fargo & Co 53.22 k 3.08 m 1.34
Berkshire Hathaway Inc 21.01 k 3.00 m 1.30
Johnson & Johnson 29.66 k 2.97 m 1.29
General Electric Co 108.70 k 2.84 m 1.23
JPMorgan Chase & Co 40.26 k 2.76 m 1.20
Pfizer Inc 66.96 k 2.41 m 1.05
Profile
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.
ADDRESS
Wilshire Mutual Funds Inc
1299 Ocean Avenue
Suite 700
Santa Monica, CA 90401
PHONE
1-888-200-6796