About WFIVX
The FT Wilshire 5000 Index Investment Fund is a mutual fund designed to closely replicate the performance of the FT Wilshire 5000 Index, a comprehensive, float-adjusted measure of the U.S. equity market that includes companies across all capitalization segments—ranging from mega-cap to micro-cap firms. Its primary purpose is to offer investors broad and diversified exposure to virtually the entire investable U.S. stock market by investing at least 80% of its assets in equity securities from the index, often employing stratified sampling techniques to mirror index returns as efficiently as possible.
This fund maintains a large, diversified portfolio—comprising over 2,000 holdings—with notable allocations in leading U.S. companies such as Apple, Microsoft, and NVIDIA, and significant representation across the technology, consumer cyclical, and communication services sectors. As a member of the Large Blend category, it provides balanced representation of both growth and value stocks. With a competitive expense ratio and a long track record since its 1999 inception, the FT Wilshire 5000 Index Investment Fund serves as a core holding for investors seeking comprehensive, cost-effective exposure to the U.S. equity market.
Fund Family Wilshire Mutual Funds
Category Large Blend
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol WFIVX
Share Class Investment Class
Index Wilshire 5000 Total Market TR
WFIVX had a total return of 15.62% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.88%.
