FT Wilshire 5000 Index Portfolio Investment Class Shares
WFIVX
NASDAQ
| Weiss Ratings | WFIVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | WFIVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Wilshire Mutual Funds | |||
| Manager/Tenure (Years) | Thomas D. Stevens (23), Daniel E. Allen (14), Hal W. Reynolds (14), 1 other | |||
| Website | http://www.advisor.wilshire.com | |||
| Fund Information | WFIVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | FT Wilshire 5000 Index Portfolio Investment Class Shares | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Feb 01, 1999 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | WFIVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.75% | |||
| Dividend | WFIVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.41% | |||
| Asset Allocation | WFIVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.42% | |||
| Stock | 98.58% | |||
| U.S. Stock | 98.27% | |||
| Non-U.S. Stock | 0.31% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | WFIVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -2.44% | |||
| 30-Day Total Return | 0.02% | |||
| 60-Day Total Return | 5.18% | |||
| 90-Day Total Return | 9.85% | |||
| Year to Date Total Return | 5.92% | |||
| 1-Year Total Return | 16.90% | |||
| 2-Year Total Return | 38.01% | |||
| 3-Year Total Return | 52.98% | |||
| 5-Year Total Return | 93.98% | |||
| Price | WFIVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | WFIVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $34.66 | |||
| 1-Month Low NAV | $34.64 | |||
| 1-Month High NAV | $35.53 | |||
| 52-Week Low NAV | $27.58 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $35.53 | |||
| 52-Week High Price (Date) | Jul 28, 2025 | |||
| Beta / Standard Deviation | WFIVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.99 | |||
| Standard Deviation | 16.09 | |||
| Balance Sheet | WFIVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 289.59M | |||
| Operating Ratios | WFIVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.56% | |||
| Turnover Ratio | 2.00% | |||
| Performance | WFIVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 20.51% | |||
| Last Bear Market Total Return | -16.64% | |||