FT Wilshire 5000 Index Invmt

Frequently Asked Questions About WFIVX

What does WFIVX invest in?

This fund commits a minimum of 80% of its assets to the common stocks of companies that are both part of and representative of its underlying benchmark index. To mirror the index's performance, the portfolio managers have the discretion to utilize advanced "stratified sampling" techniques. Typically, the fund's equity holdings will encompass securities representing at least 90% of the total market capitalization of the index.

What is the expense ratio of WFIVX?

FT Wilshire 5000 Index Invmt (WFIVX) charges an expense ratio of 0.56%. This is the annual fee deducted from fund assets to cover management and operations.

How big is WFIVX?

FT Wilshire 5000 Index Invmt (WFIVX) manages $314.8M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is WFIVX actively managed or an index fund?

WFIVX is a passive index fund. It tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (WFIVX's is 0.56%) because there's no security selection cost.

When was WFIVX launched?

FT Wilshire 5000 Index Invmt (WFIVX) launched in January 1999 and is managed by the fund issuer.

How has WFIVX performed?

WFIVX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.