WFIVX : Wilshire 5000 Index Portfolio Investment Class Shares

WFIVX is a US Stocks Market Large Blend with MODERATE fees.

WFIVX

Wilshire 5000 Index Portfolio Investment Class Shares

FI Score

50 /100

Expense Ratio Rating

7 /10

Expense Rating

4 /10

Market Score

3 /10

Category Score

10 /10

Market Size

3 /10

50% FI Score
  • wfivx
  • Mutual Fund
  • US Stocks
  • Large Blend

Wilshire 5000 Index Portfolio Investment Class Shares

Expenses: 0.62% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks to replicate as closely as possible the performance of the Wilshire 5000 Index SM before the deduction of index fund expenses. The fund invests at least 80% of its assets in the common stock of companies included in the index that are representative of the index. It uses enhanced "stratified sampling" techniques in an attempt to replicate the performance of the index. The fund normally holds stocks representing at least 90% of the total market value of the index.

Largest Holdings

Amount Holding
4.83% Microsoft Corp
4.65% Apple Inc
4.04% Amazon.com Inc
2.96% Alphabet Inc Class C
1.67% Facebook Inc A
1.50% Berkshire Hathaway Inc Class B
1.41% Johnson & Johnson
1.15% Visa Inc Class A
1.06% JPMorgan Chase & Co
1.04% Procter & Gamble Co
0.95% UnitedHealth Group Inc
0.92% Intel Corp
0.90% Mastercard Inc A
0.88% The Home Depot Inc
0.85% Verizon Communications Inc
0.80% AT&T Inc
0.78% Pfizer Inc
0.74% Merck & Co Inc
0.72% Bank of America Corp
0.70% Exxon Mobil Corp
0.69% Coca-Cola Co
0.67% PepsiCo Inc
0.66% Walmart Inc
0.66% Cisco Systems Inc
0.65% Netflix Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo