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 1,500 and 3,000 stocks.
Fund filings (PDF) »
Daniel Allen (Started: Jan 31, 2011)
Thomas Stevens (Started: Apr 1, 2002)
Hal Reynolds (Started: Jan 31, 2011)
# Contact ?>
Wilshire Mutual Funds, 1299 Ocean Avenue, Suite 700, King Of Prussia, PA, USA