Wilshire 5000 Index Portfolio Class HM

 (MUTF:WILS_5000_INDE_1IAWL4R)   Watch this mutual fund  
Find more results for MUTF:WILS_5000_INDE_1IAWL4R

Performance

Trailing returns

1 day
   
-0.41%  
1 week
   
-0.41%  
4 week   +4.23%
   
3 month   +2.15%
   
YTD   +10.10%
   
1 year   +7.91%
   
3 years*   +8.26%
   
5 years*   +13.71%
   
*annualized
Best 3 month return+25.36%  
Worst 3 month return-30.77%  

Morningstar statistics

Morningstar category: Large Blend
  Return Risk Rating
3 years Average Average
5 years Average Average
10 years Average Average
Overall Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets175.84M 
Front load-  
Deferred load-  
Expense ratio0.63%  
Management fee-  
Fund familyWilshire Mutual Funds 

Asset allocation

Cash0.83%  
Stocks99.15%  
Bonds0.00%  
Other0.02%  

Purchase information

Initial$1,000  
Additional$100  
AIP Additional$50  
19.48-0.08(-0.41%)
Nov 29, 7:00PM EST Overall Morningstar RatingTM

Description

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.
Fund filings (PDF) »
Asset managers:
Daniel Allen (Started: Jan 31, 2011)
Thomas Stevens (Started: Feb 1, 1999)
Hal Reynolds (Started: Jan 31, 2011)
Advisor Company:
Wilshire Associates Incorporated
Fund family reports on Morningstar »
Wilshire Mutual Funds, 1299 Ocean Avenue, Suite 700, King Of Prussia, PA, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -0.63 -0.77 -0.73 -0.52
Beta* 1.07 1.00 1.01 1.01
Mean annual return 0.68 0.71 1.12 0.62
R-squared* 99.78 99.14 99.26 99.56
Standard deviation 11.28 10.86 10.46 15.49
Sharpe ratio 0.70 0.77 1.28 0.43
* Against standard index

Top 10 holdings

Security Net Assets  
Apple Inc (AAPL) 2.74%  
Microsoft Corp (MSFT) 2.13%  
Alphabet Inc C (GOOG) 2.04%  
Exxon Mobil Corp (XOM) 1.70%  
Johnson & Johnson (JNJ) 1.53%  
Amazon.com Inc (AMZN) 1.51%  
Berkshire Hathaway Inc B (BRK.B) 1.42%  
General Electric Co (GE) 1.37%  
Facebook Inc A (FB) 1.28%  
AT&T Inc (T) 1.19%