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WFIVX
Wilshire Mutual Fds, Inc. Dow Jones Wilshire 5000 Index Portfolio Inve

WFIVX Mutual Fund Price & Analysis

WFIVX is a mutual fund offered by Wilshire Mutual Fds, Inc. that tracks the performance of the Dow Jones Wilshire 5000 Index. This index includes the top 5000 publicly traded companies in the United States, providing investors with a diversified portfolio of large, mid, and small-cap stocks. The fund aims to provide long-term growth and capital appreciation by investing in a wide range of industries and sectors. With a ticker symbol of WFIVX, this mutual fund offers investors a convenient and efficient way to gain exposure to the broad U.S. stock market.

WFIVX Mutual Fund Chart & Stats

Previous Close$28.68
Sub-CategoryWilshire 5000 Index
Total Liabilities1.15M
Expense Ratio0.60%
Holding Count2,178
Brandwilshire mutual funds inc
0.26 (1.01%)
CategoryIndex
Total Assets241.50M
Shares OutstandingN/A
52-Week Range$23.05 - $30.06

WFIVX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
Apple Inc
6.47%
Microsoft
5.89%
Amazon.Com, Inc.
2.95%
Nvidia Corporation
2.54%
Alphabet Inc. Class A
1.79%
Meta Platforms, Inc.
1.70%
Alphabet Inc. Class C
1.52%
Tesla Motors
1.48%
Eli Lilly And Company
1.07%
JPMorgan Chase & Co.
1.05%
Total26.44%

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