WFIVX

About WFIVX

The FT Wilshire 5000 Index Investment Fund is a mutual fund designed to closely replicate the performance of the FT Wilshire 5000 Index, a comprehensive, float-adjusted measure of the U.S. equity market that includes companies across all capitalization segments—ranging from mega-cap to micro-cap firms. Its primary purpose is to offer investors broad and diversified exposure to virtually the entire investable U.S. stock market by investing at least 80% of its assets in equity securities from the index, often employing stratified sampling techniques to mirror index returns as efficiently as possible. This fund maintains a large, diversified portfolio—comprising over 2,000 holdings—with notable allocations in leading U.S. companies such as Apple, Microsoft, and NVIDIA, and significant representation across the technology, consumer cyclical, and communication services sectors. As a member of the Large Blend category, it provides balanced representation of both growth and value stocks. With a competitive expense ratio and a long track record since its 1999 inception, the FT Wilshire 5000 Index Investment Fund serves as a core holding for investors seeking comprehensive, cost-effective exposure to the U.S. equity market.