FT Wilshire 5000 Index Portfolio Investment Class Shares
WFIVX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
5-Year Total Return
Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
Price
1-Month Low
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1-Month High
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52-Week Low
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52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
Wilshire Mutual Funds
Manager/Tenure
(Years)
(Years)
Thomas D. Stevens (23), Daniel E. Allen (14), Hal W. Reynolds (14), 1 other
Website
Address
Wilshire Mutual Funds
King Of Prussia PA - 19406
King Of Prussia PA - 19406
Country
United States
Phone Number
888-200-6796
Investment 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.