Rhumbline Wilshire 5000 Index (S:0P0000YBTE)
52.24
+1.11
(+2.17%)
USD |
Aug 31 2024
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of April 02, 2026.
*Indicates data for the year is incomplete.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Apple, Inc. | 5.30% | 254.80 | -0.32% |
| Microsoft Corp. | 4.45% | 371.22 | 0.50% |
| Amazon.com, Inc. | 3.64% | 209.85 | -0.34% |
| Alphabet, Inc. | 3.20% | 294.27 | -0.21% |
| Meta Platforms, Inc. | 1.69% | 573.00 | -1.08% |
| Berkshire Hathaway, Inc. | 1.43% | 477.98 | -0.11% |
| Tesla, Inc. | 1.43% | 365.59 | -4.11% |
| JPMorgan Chase & Co. | 1.18% | 294.58 | -0.27% |
| Johnson & Johnson | 1.09% | 244.30 | 0.07% |
| Visa, Inc. | 0.97% | 301.47 | 0.99% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |