Wilshire 5000 Index Instl
(WINDX)
US Markets Closed
AdChoices
17.35
+0.12
+0.70%
:

Previous Close

17.23

Net Assets

58.46M

Yield

1.33%

Front load

None

Expenses

0.46%

Category

Large Blend

Morningstar Risk

Average

Morningstar Rating ★★★
AdChoices
Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • WINDX

  • Category

    • 2013

    • 32.48%

    • -

    • 2012

    • 15.54%

    • -

    • 2011

    • 0.43%

    • -

    • 2010

    • 16.71%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 10.88%

      • 12.64%

      • 6.07%

      • Q2

      • 2.69%

      • -3.25%

      • -0.26%

      • Q3

      • 5.80%

      • 5.97%

      • -15.07%

      • Q4

      • 9.97%

      • 0.06%

      • 11.77%

      Composition
      Sector Weightings
      Equity Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • Apple Inc

        • 2.97

        • 75,472

        • -2,060

        • Exxon Mobil Corporation

        • 1.98

        • 53,752

        • 2,398

        • Microsoft Corp

        • 1.97

        • 108,837

        • 5,000

        • Google Inc Class C

        • 1.55

        • 6,846

        • 411

        • Johnson & Johnson

        • 1.47

        • 35,388

        • 0

        • General Electric Co

        • 1.32

        • 132,121

        • 6,725

        • Berkshire Hathaway Inc Class B

        • 1.32

        • 24,374

        • 1,238

        • Wells Fargo & Co

        • 1.28

        • 63,142

        • 3,250

        • JPMorgan Chase & Co

        • 1.17

        • 49,859

        • 2,500

        • Chevron Corp

        • 1.11

        • 23,828

        • 1,134

        • Name

        • Rating

        • YTD Return %

          • Parnassus Core Equity Investor

          • ★★★★★
          • 8.56

          • PIMCO Fundamental IndexPLUS AR A

          • ★★★★★
          • 6.44

          • Oakmark I

          • ★★★★★
          • 6.11

          • Columbia Contrarian Core Z

          • ★★★★★
          • 7.13

          • Mairs & Power Growth Inv

          • ★★★★★
          • 2.61

          • JPMorgan US Equity Instl

          • ★★★★★
          • 7.79

          • MassMutual Select Focused Value R5

          • ★★★★★
          • 4.10

          • JPMorgan Disciplined Equity Instl

          • ★★★★★
          • 9.56

          • MassMutual Select Focused Value Svc

          • ★★★★★
          • 4.01

          • AMG FQ Tax-Managed US Equity Instl

          • ★★★★★
          • 6.05

          • Name

          • WINDX

          • Category

            • Expense Ratio

            • 0.46%

            • 1.09%

            • Net Assets

            • 58.46M

            • 1.04B

            • Dividend Yield

            • 2.19%

            • 2.38

            • Price/Book

            • 2.31

            • 2.51

            • Price/Sales

            • 1.58

            • 1.86

            • Price/Cash Flow

            • 7.46

            • 5.67

            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. It may invest in the common stock of companies of any size, including small-cap companies.

            Purchase Information

            Initial Purchase 250,000
            Initial Purchase: IRA NA
            Initial Purchase: AIP NA
            Front load None
            Back Load None

            Inception

            1/29/1999