WFIVX Rating, Research - Wilshire 5000 Index Invmt

Wilshire 5000 Index Invmt (wfivx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 279

Threats + Weaknesses = 171

When strengths & opportunities substantially exceed threats & weaknesses an investment in the wfivx mutual fund has great long term potential.

Fund Management Team

Wilshire 5000 Funds

Fund Description Update

Wilshire 5000 Index Invmt (WFIVX) Description: WFIVX is a mutual fund, which is an investment that owns a basket of assets. The WFIVX mutual fund was provided by Wilshire 5000 and this investment vehicle derives the majority of its value from equity holdings (stocks). Wilshire 5000s mutual fund has a long management tenure and is in the average fund size classification. WFIVXs minimum initial investment amount is $2500 while the IRA minimum is $2500. WFIVXs expense ratio is roughly 1%. The latest WFIVXs front end load was 0% and the back end load was 0%. The Wilshire 5000 Index Invmt (WFIVX) mutual fund falls under the large-cap mixed category. WFIVX focuses its investments in USA and WFIVX is not affiliated with a particular industry or fund sector. The Wilshire 5000 Index Invmt (WFIVX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find WFIVXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of WFIVXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks growth of capital. The fund normally invests at least 80% of assets in common stocks (see stock research). It invests in a broad range of market capitalization, but tends to focus on large capitalization companies similar to those of companies in the S&P 500 Index. The fund can invest up to 20% of total assets in securities of foreign issuers and non-dollar securities.

Management Analysis Update

Performance Analysis Update