Wilshire Mutual Funds, Inc. - Wilshire 5000 Index Fund (WINDX)

Fund Assets	296.31M
Expense Ratio	0.36%
Min. Investment	$250,000
Turnover	5.00%
Dividend (ttm)	0.99
Dividend Yield	2.94%
Dividend Growth	-33.13%
Payout Frequency	Semi-Annual
Ex-Dividend Date	Dec 12, 2024

Previous Close	33.01
YTD Return	23.97%
1-Year Return	24.31%
5-Year Return	91.08%
52-Week Low	26.91
52-Week High	35.08
Beta (5Y)	n/a
Holdings	2214
Inception Date	Feb 1, 1999

About WINDX

The fund invests at least 80% of its assets in the equity securities of companies included in the index that are representative of the index. The managers may use 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.

• Fund Family: Wilshire Mutual Funds
• Category: Multi-Cap Core
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: WINDX
• Index: Wilshire 5000 Total Market TR

Performance

WINDX had a total return of 24.31% in the past year. Since the fund's inception, the average annual return has been 7.59%, including dividends.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
WFIVX	Investment Class	0.60%

Top 10 Holdings

30.08% of assets

Name	Symbol	Weight
Apple Inc.	AAPL	6.27%
NVIDIA Corporation	NVDA	5.74%
Microsoft Corporation	MSFT	5.35%
Amazon.com, Inc.	AMZN	3.10%
Meta Platforms, Inc.	META	2.24%
Alphabet Inc.	GOOGL	1.81%
Alphabet Inc.	GOOG	1.64%
Broadcom Inc.	AVGO	1.40%
Eli Lilly and Company	LLY	1.27%
Tesla, Inc.	TSLA	1.25%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 12, 2024	$0.64983	Dec 13, 2024
Dec 27, 2023	$0.3379	Dec 28, 2023
Dec 13, 2023	$0.63387	Dec 14, 2023
Dec 28, 2022	$0.30335	Dec 29, 2022
Dec 13, 2022	$0.92199	Dec 14, 2022
Dec 29, 2021	$0.28255	Dec 30, 2021