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

Different Funds

We found 7,874 US Stocks Large Blend funds. Here they are ordered by FI Score.

Compare WFIVX vs REET

79% FI Score
  • reet
  • ETF
  • Alternatives
  • Real Estate

iShares Global REIT ETF

Expenses: 0.14% (Better than 1% of similar funds)

This is an OK choice for a Real Estate Alternatives fund. See why »

Compare WFIVX vs PRCIX

79% FI Score
  • prcix
  • Mutual Fund
  • Bond
  • Total US Bond Market

T. Rowe Price New Income Fund

Expenses: 0.50% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why »

Compare WFIVX vs URTRX

79% FI Score
  • urtrx
  • Mutual Fund
  • Allocation
  • Target-Date

USAA Target Retirement 2030 Fund

Expenses: 0.03% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare WFIVX vs USRT

79% FI Score
  • usrt
  • ETF
  • Alternatives
  • Real Estate

iShares Core U.S. REIT ETF

Expenses: 0.08% (Better than 1% of similar funds)

This is an OK choice for a Real Estate Alternatives fund. See why »

Compare WFIVX vs VPL

79% FI Score
  • vpl
  • ETF
  • International Stocks
  • Asia/Pacific Stock

Vanguard FTSE Pacific Index Fund ETF Shares

Expenses: 0.08% (Better than 1% of similar funds)

This is an OK choice for a Asia/Pacific Stock International Stocks fund. See why »

Compare WFIVX vs WMBIX

79% FI Score
  • wmbix
  • Mutual Fund
  • Bond
  • Municipal Bond

Wells Fargo Municipal Bond Fund - Class Inst

Expenses: 0.45% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

Compare WFIVX vs JIMIX

79% FI Score
  • jimix
  • Mutual Fund
  • Bond
  • Municipal Bond

JPMorgan Short-Intermediate Municipal Bond Fund Class I

Expenses: 0.24% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

Compare WFIVX vs FENY

79% FI Score
  • feny
  • ETF
  • Sector Equity
  • Energy

Fidelity MSCI Energy Index ETF

Expenses: 0.08% (Better than 1% of similar funds)

This is an OK choice for a Energy Sector Equity fund. See why »

Compare WFIVX vs INPAX

79% FI Score
  • inpax
  • Mutual Fund
  • Allocation
  • All-In-One

American Funds Conservative Growth and Income Portfolio Class A

Expenses: 0.34% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare WFIVX vs ITM

79% FI Score
  • itm
  • ETF
  • Bond
  • Municipal Bond

VanEck Vectors AMT-Free Intermediate Municipal Index ETF

Expenses: 0.24% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

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