Wilshire 5000 Index Portfolio Class Institutional
WINDX
NASDAQ
| Weiss Ratings | WINDX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | WINDX-NASDAQ | Click to Compare |
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| Provider | Wilshire Mutual Funds | |||
| Manager/Tenure (Years) | Thomas D. Stevens (24), Daniel Allen (15), Hal Reynolds (15), 1 other | |||
| Website | http://www.advisor.wilshire.com | |||
| Fund Information | WINDX-NASDAQ | Click to Compare |
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| Fund Name | Wilshire 5000 Index Portfolio Class Institutional | |||
| 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 | 250,000.00 | |||
| Minimum Subsequent Investment | 100,000.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | WINDX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.76% | |||
| Dividend | WINDX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.21% | |||
| Asset Allocation | WINDX-NASDAQ | Click to Compare |
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| Cash | 0.58% | |||
| Stock | 99.41% | |||
| U.S. Stock | 99.14% | |||
| Non-U.S. Stock | 0.27% | |||
| 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 | WINDX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.22% | |||
| 30-Day Total Return | -0.17% | |||
| 60-Day Total Return | -0.15% | |||
| 90-Day Total Return | 5.11% | |||
| Year to Date Total Return | 13.19% | |||
| 1-Year Total Return | 12.47% | |||
| 2-Year Total Return | 33.58% | |||
| 3-Year Total Return | 89.68% | |||
| 5-Year Total Return | 69.44% | |||
| Price | WINDX-NASDAQ | Click to Compare |
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| 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 | WINDX-NASDAQ | Click to Compare |
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| Nav | $39.63 | |||
| 1-Month Low NAV | $39.13 | |||
| 1-Month High NAV | $40.02 | |||
| 52-Week Low NAV | $32.65 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $40.18 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | WINDX-NASDAQ | Click to Compare |
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| Beta | 0.99 | |||
| Standard Deviation | 12.68 | |||
| Balance Sheet | WINDX-NASDAQ | Click to Compare |
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| Total Assets | 310.92M | |||
| Operating Ratios | WINDX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.34% | |||
| Turnover Ratio | 5.00% | |||
| Performance | WINDX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 24.68% | |||
| Last Bear Market Total Return | -16.58% | |||