Wilshire 5000 Index Fund

The goal of the Wilshire 5000® Index Fund is to replicate as closely as possible (before expenses) the total return of the Wilshire 5000 Total Market IndexSM.

The Index measures the performance of all U.S. equity securities with readily available price data. Although there are over 3,500 stocks in the Index, the Wilshire 5000 Index Fund typically invests in 1,500–3,000 stocks in order to adequately track the performance of the Index. This data reflects the status of the Index (between 3,700 and 3,800 stocks as of March 31, 2017), and reflects the investment guidelines in our agreement with sub-adviser LA Capital.

Investment Strategy

  • Invests primarily in the common stock of companies included in the Wilshire 5000 Index that are representative of the Index.
  • Uses enhanced “stratified sampling” techniques in an attempt to replicate the return of the Index.
  • Normally holds stocks representing at least 90% of the total market value of the Index.



Monthly as of 9/30/2017 1 Mo 3 Mo 6 Mo YTD 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Since Inc.*
Investment Class 2.25% 4.36% 7.24% 13.04% 17.96% 10.15% 13.59% 6.97% 9.67% 5.51%
Inst’l Class 2.30% 4.40% 7.39% 13.32% 18.32% 10.47% 13.88% 7.21% 9.93% 5.77%


Quarterly as of 9/30/2017 3Q 2017 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inc.*
Investment Class 4.36% 13.04% 17.96% 10.15% 13.59% 6.97% 5.51%
Inst’l Class 4.40% 13.32% 18.32% 10.47% 13.88% 7.21% 5.77%
*Investment class and institutional class inception date 2/1/1999.

The performance data quoted represents past performance and does not guarantee future results. Current performance may be lower or higher. The investment return and principal value of an investment will fluctuate so that shares, when redeemed, may be worth more or less than their original costs. The performance quoted may reflect fee waivers in effect, and would have been lower in their absence.


Fund Facts

Portfolio Management

  • Los Angeles Capital Management (passive)

Fees & Minimums

  • Minimum Initial Investment: $1,000
  • Minimum Subsequent Investment: $100
  • 12b-1 Fee: 0.25%
  • Expense Ratio: 0.67%
  • Ticker: WFIVX
  • CUSIP: 971897855
  • Minimum Initial Investment: $250,000
  • Minimum Subsequent Investment: $100,000
  • 12b-1 Fee: none
  • Expense Ratio: 0.36%
  • Ticker: WINDX
  • CUSIP: 971897863


Fund Literatureยป Request these files as printed copies


Summary Prospectus


Capital Gains

Financial Reports

*The XBRL (eXtensible Business Reporting Language) files above can only be read with special viewer software. Additional information on the XBRL language and a free version of the viewer software is available on the SEC’s website at xbrl.sec.gov. Please note that the XBRL file does not include all of the information contained in the prospectus or summary prospectus. To access the full text of a prospectus or summary prospectus, click on the link for each fund in the prospectus or summary prospectus columns above.


There are risks involved with investing, including the possible loss of principal. In addition to the risks associated with investing, investments in smaller companies typically exhibit higher volatility.

You should consider the Fund’s investment objectives, risks, charges, and expenses carefully before you invest. The Fund’s prospectus, which can be obtained by calling 1-866-591-1568, contains this and other information about the fund.

Read the prospectus carefully before you invest or send money.

For more complete information on the Wilshire Mutual Funds, including fees and expenses, please call 1-866-591-1568 for a prospectus. Please read it carefully before you invest or send money.

Diversification may not protect against loss.

Distributed by Ultimus Fund Distributors, LLC. Please send questions or comments to wilfunds@wilshire.com or WILSHIRE MUTUAL FUNDS, INC., P.O. Box 219512 Kansas City, MO 64121-9512. Check the background of Ultimus Fund Distributors, LLC, on FINRA’s BrokerCheck.

©2017 by Wilshire Mutual Funds, Inc., 1299 Ocean Avenue, Suite 700, Santa Monica, California, 90401-1085, USA. All rights reserved.