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Wilshire 5000 Index Instl

WINDX
19.14
-0.11
-0.57%
9/23/2016
5 Years
  • Previous Close

    19.25

  • Net Assets

    39.96M

  • Yield

    1.76%

  • Front load

    None

  • Expenses

    0.41%

  • Category

    Large Blend

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Wilshire Mutual Funds

Fund Style

Open

Fund Manager

Daniel Allen

Investment Style

Large Blend

The investment seeks to replicate as closely as possible the performance of the Wilshire 5000 IndexSM before the deduction of index fund expenses. The fund invests at least 80% of its assets in the common stock of companies included in the index that are representative of the index. It uses 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 index's total market value, which ranges between 1,000 and 2,500 stocks.

Purchase Information

Initial Purchase 250,000
Initial Purchase: IRA NA
Initial Purchase: AIP NA

Inception

2/1/1999

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