FT Wilshire 5000 Index Portfolio Class Institutional (WINDX)
| Fund Assets | 276.03M |
| Expense Ratio | 0.33% |
| Min. Investment | $250,000 |
| Turnover | 2.00% |
| Dividend (ttm) | 0.98 |
| Dividend Yield | 2.81% |
| Dividend Growth | 1.07% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 26, 2024 |
| Previous Close | 35.04 |
| YTD Return | 6.53% |
| 1-Year Return | 12.41% |
| 5-Year Return | 102.52% |
| 52-Week Low | 27.63 |
| 52-Week High | 35.08 |
| Beta (5Y) | n/a |
| Holdings | 2181 |
| Inception Date | Feb 1, 1999 |
About WINDX
The FT Wilshire 5000 Index Institutional Fund is a large-cap mutual fund designed to closely replicate the performance of the Wilshire 5000 Index, which serves as the broadest benchmark for the U.S. equity market. By investing at least 80% of its assets in common stocks of companies included in this comprehensive index, the fund provides institutional investors with diversified exposure to the entire domestic stock universe. Its holdings span all industry sectors, with notable weightings in technology, consumer cyclical, and financial services companies, reflecting the diversity and breadth of the U.S. economy. With a low expense ratio and an emphasis on maintaining portfolio cost efficiency, the FT Wilshire 5000 Index Institutional Fund is structured to minimize tracking error while maximizing representative coverage. This fund appeals to institutions seeking a core, market-cap weighted equity investment that closely mirrors overall U.S. equity market returns, offering participants a foundational building block for diversified investment strategies.
Performance
WINDX had a total return of 12.41% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.65%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
| Symbol | Share Class | Expense Ratio |
|---|---|---|
| WFIVX | Investment Class | 0.56% |
Top 10 Holdings
30.74% of assets| Name | Symbol | Weight |
|---|---|---|
| Microsoft Corporation | MSFT | 5.89% |
| NVIDIA Corporation | NVDA | 5.53% |
| Apple Inc. | AAPL | 5.26% |
| Amazon.com, Inc. | AMZN | 3.39% |
| Meta Platforms, Inc. | META | 2.47% |
| Broadcom Inc. | AVGO | 1.94% |
| Alphabet Inc. | GOOGL | 1.74% |
| Tesla, Inc. | TSLA | 1.69% |
| Alphabet Inc. | GOOG | 1.54% |
| JPMorgan Chase & Co. | JPM | 1.28% |
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 |