WFIVX Mutual Fund
WFIVX Mutual Fund
Wilshire 5000 Index Fund Investment Class
WFIVX Mutual Fund Overview
WFIVX Mutual Fund (Wilshire 5000 Index Fund Investment Class) is managed by Wilshire with $243.4M in net assets. WFIVX expense ratio is 0.56%, holding 2210 positions across sectors including Information Technology, Unknown, Financials. Inception date: 1999-02-01.
WFIVX performance shows a YTD return of 9.55%. The 1-year return is 22.00% and the 5-year return is 12.00%. WFIVX dividend yield stands at 8.11%, paid annually.
WFIVX top holdings include Nvidia Corp. (6.6%), Apple, Inc (6.1%), Microsoft Corp 4.100 Feb 06 37 (5.4%), Amazon.Com Inc (3.4%), Alphabet Inc. C (2.8%). View all WFIVX holdings, sector breakdown, or dividend history.
WFIVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WFIVX alternatives are available via the screener, along with tax-loss harvesting opportunities.