Wilshire 5000 Index Portfolio

Scorecard
4 / 5 Stars
Lipper
3 4 5 5 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B+ (Buy)

#45 in Large Blend

U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 26.00 percent over the past year, 13.85 percent over the past three years, 23.00 percent over the past five years, and 7.19 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.5%
1 Year 26.0%
3 Years (Annualized) 13.8%
5 Years (Annualized) 23.0%
10 Years (Annualized) 7.2%

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Summary

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. It may invest in the common stock of companies of any size, including small-cap companies.

Fees

Fees are Average compared to funds in the same category.
Wilshire 5000 Index Portfolio has an expense ratio of 0.47 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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