WINDX Mutual Fund
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 $64.2M in net assets. WINDX expense ratio is 0.34%, holding 2210 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1999-02-01.
WINDX performance shows a YTD return of 9.74%. The 1-year return is 18.98% and the 5-year return is 11.53%. WINDX dividend yield stands at 8.12%, 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 (2.8%). Go to all WINDX holdings, WINDX sectors, or WINDX dividends.
WINDX can be compared against other funds. Use WINDX overlap to find shared positions, or WINDX vs another fund for a side-by-side view. WINDX alternatives are available via the screener, along with tax-loss harvesting opportunities.