FT Wilshire 5000 Index Fund Institutional (WINDX)
29.95
+0.25
(+0.84%)
USD |
Apr 14 2025
WINDX Asset Allocations & Exposures
Asset Allocation
As of January 31, 2025.
| Type | % Net |
|---|---|
| Cash | 1.83% |
| Stock | 98.17% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of January 31, 2025
| Large | 71.70% |
| Mid | 15.02% |
| Small | 13.28% |
Region Exposure
| Americas | 98.18% |
|---|---|
|
North America
|
97.89% |
| Canada | 0.08% |
| United States | 97.81% |
|
Latin America
|
0.29% |
| Brazil | 0.07% |
As of January 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 1.88% |
|---|---|
| United Kingdom | 0.40% |
|
Europe Developed
|
1.47% |
| Ireland | 1.44% |
| Netherlands | 0.02% |
| Sweden | 0.01% |
| Switzerland | 0.00% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.01% |
| Israel | 0.01% |
| Greater Asia | 0.12% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.08% |
| Australia | 0.08% |
|
Asia Developed
|
0.04% |
| Singapore | 0.04% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | -0.18% |
|---|
Stock Sector Exposure
| Cyclical |
|
23.37% |
| Materials |
|
2.59% |
| Consumer Discretionary |
|
7.10% |
| Financials |
|
11.15% |
| Real Estate |
|
2.52% |
| Sensitive |
|
53.53% |
| Communication Services |
|
8.31% |
| Energy |
|
3.86% |
| Industrials |
|
9.20% |
| Information Technology |
|
32.16% |
| Defensive |
|
19.58% |
| Consumer Staples |
|
5.30% |
| Health Care |
|
12.00% |
| Utilities |
|
2.28% |
| Not Classified |
|
3.53% |
| Non Classified Equity |
|
3.53% |
| Not Classified - Non Equity |
|
0.00% |
As of July 31, 2024