WFIVX Mutual Fund
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 $247.6M in net assets. WFIVX expense ratio is 0.56%, holding 2210 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1999-02-01.
WFIVX performance shows a YTD return of 9.55%. The 1-year return is 18.69% and the 5-year return is 11.29%. WFIVX dividend yield stands at 7.95%, 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 (2.8%). Go to all WFIVX holdings, WFIVX sectors, or WFIVX dividends.
WFIVX can be compared against other funds. Use WFIVX overlap to find shared positions, or WFIVX vs another fund for a side-by-side view. WFIVX alternatives are available via the screener, along with tax-loss harvesting opportunities.