FT Wilshire 5000 Index Portfolio Class Institutional (WINDX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
29.35
+0.07 (0.24%)
Apr 17, 2025, 4:00 PM EDT
1.42% (1Y)
| Fund Assets | 228.27M |
| Expense Ratio | 0.36% |
| Min. Investment | $250,000 |
| Turnover | n/a |
| Dividend (ttm) | 0.98 |
| Dividend Yield | 3.28% |
| Dividend Growth | 1.07% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 26, 2024 |
| Previous Close | 29.28 |
| YTD Return | -14.22% |
| 1-Year Return | -0.08% |
| 5-Year Return | 89.57% |
| 52-Week Low | n/a |
| 52-Week High | n/a |
| Beta (5Y) | n/a |
| Holdings | 2217 |
| Inception Date | Feb 1, 1999 |
About WINDX
The FT Wilshire 5000 Index Portfolio Class Institutional (WINDX) seeks to replicate as closely as possible the performance of the Wilshire 5000 Index before the deduction of Index Fund expenses. WINDX invests at least 80% of its assets in common stock of companies included in the Index. The Index measures the performance of all equity securities of US headquartered issuers.
Fund Family Wilshire Funds
Category Large Blend
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol WINDX
Share Class Institutional Class
Index Wilshire 5000 Total Market TR
Performance
WINDX had a total return of -0.08% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.83%.
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
29.84% of assets| Name | Symbol | Weight |
|---|---|---|
| Apple Inc. | AAPL | 6.19% |
| NVIDIA Corporation | NVDA | 5.08% |
| Microsoft Corporation | MSFT | 5.02% |
| Amazon.com, Inc. | AMZN | 3.43% |
| Meta Platforms, Inc. | META | 2.52% |
| Alphabet Inc. | GOOGL | 1.72% |
| Broadcom Inc. | AVGO | 1.57% |
| Alphabet Inc. | GOOG | 1.55% |
| Tesla, Inc. | TSLA | 1.41% |
| Eli Lilly and Company | LLY | 1.35% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 26, 2024 | $0.33236 | Dec 27, 2024 |
| 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 |