Wilshire 5000 Index Fund Quote
| WFIVX Fund | USD 34.46 0.15 0.44% |
Performance12 of 100
| Odds Of DistressLess than 18
|
Wilshire 5000 is trading at 34.46 as of the 26th of November 2024; that is 0.44 percent up since the beginning of the trading day. The fund's open price was 34.31. Wilshire 5000 has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Wilshire 5000 Index are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of July 2023 and ending today, the 26th of November 2024. Click here to learn more.
The fund invests at least 80 percent 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. More on Wilshire 5000 Index
Moving together with Wilshire Mutual Fund
| 0.86 | WSMGX | Small Pany Growth | PairCorr |
| 0.87 | WSMVX | Small Pany Value | PairCorr |
| 1.0 | WINDX | Wilshire 5000 Index | PairCorr |
Moving against Wilshire Mutual Fund
Wilshire Mutual Fund Highlights
| Fund Concentration | Wilshire Mutual Funds, Large Blend Funds, Large Blend, Wilshire Mutual Funds, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | December |
Wilshire 5000 Index [WFIVX] is traded in USA and was established 26th of November 2024. Wilshire 5000 is listed under Wilshire Mutual Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Wilshire Mutual Funds family. This fund at this time has accumulated 228.27 M in net assets with minimum initial investment of 1 K. Wilshire 5000 Index is currently producing year-to-date (YTD) return of 25.72% with the current yeild of 0.01%, while the total return for the last 3 years was 8.61%.
Check Wilshire 5000 Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Wilshire Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Wilshire Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Wilshire 5000 Index Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Wilshire 5000 Index Mutual Fund Constituents
| WFC | Wells Fargo | Stock | Financials | |
| BAC | Bank of America | Stock | Financials | |
| T | ATT Inc | Stock | Communication Services | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| MSFT | Microsoft | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| PG | Procter Gamble | Stock | Consumer Staples |
Wilshire 5000 Index Risk Profiles
| Mean Deviation | 0.559 | |||
| Semi Deviation | 0.6609 | |||
| Standard Deviation | 0.7787 | |||
| Variance | 0.6064 |
Wilshire 5000 Against Markets
Other Information on Investing in Wilshire Mutual Fund
Wilshire 5000 financial ratios help investors to determine whether Wilshire Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wilshire with respect to the benefits of owning Wilshire 5000 security.
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