WINDX Mutual Fund
WINDX Mutual Fund
Wilshire 5000 Index Fund Institutional Class
WINDX Mutual Fund Overview
WINDX Mutual Fund (Wilshire 5000 Index Fund Institutional Class) is managed by Wilshire with $63.6M in net assets. WINDX expense ratio is 0.34%, holding 2210 positions across sectors including Information Technology, Unknown, Financials. Inception date: 1999-02-01.
WINDX performance shows a YTD return of 10.34%. The 1-year return is 22.33% and the 5-year return is 12.30%. WINDX dividend yield stands at 8.29%, paid annually.
WINDX 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 WINDX holdings, sector breakdown, or dividend history.
WINDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WINDX alternatives are available via the screener, along with tax-loss harvesting opportunities.