FT Wilshire 5000 Index Investment Fund (WFIVX)

Overview

The described fund is a financial entity that primarily focuses on investing in companies with smaller market capitalizations, particularly those that fall within the scope of the Russell 2000® Growth Index. It aims to allocate its assets into the common stock of businesses that demonstrate historically above-average earnings growth, sales growth, and retention of earnings. These companies often exhibit higher than average price-to-earnings ratios. The investment strategy underlines a preference for entities showing potential for robust financial performance and growth, essentially targeting those that may present a higher risk but also the possibility for greater return on investment.

Products and Services

• Investment in Common Stock of Small-Cap Companies

This investment vehicle primarily focuses on buying common stocks of companies with relatively small market capitalization. By aligning its investment strategy with the criteria of companies comprised within the Russell 2000® Growth Index, the fund seeks to identify and invest in businesses that have a significant potential for growth based on historical financial performance metrics such as earnings growth, sales growth, and retention of earnings.

• High Growth Potential Companies Selection

The fund strategically chooses to invest in companies that exhibit above-average earnings or sales growth, alongside a strong retention of earnings. This selection criterion is based on the theory that companies demonstrating these financial characteristics are likely to offer higher returns to investors, despite potentially having above average price-to-earnings ratios. This approach signifies a targeted investment philosophy aiming at companies expected to outperform in their respective sectors or the broader market.