Wilshire Mutual Funds Family Data Pages

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Performance
06-30-18

Total ReturnCategory Average
Total Return 7.0 0.7 7.6 17.6 1.5
Category Average 7.4 0.0 5.9 19.3 1.7
Assets for Each Yr* 0.9 0.8 1.3 1.3 1.6
*billions

Trailing Returns %
06-30-18

  YTD 3 Year 5 Year    
Fund Family 1.45 7.90 10.25

Key Stats
06-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,587 $250,000 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.0 51.78 1.08 Average
International Stock 3.0 27.14 1.39 Average
Municipal Bond --- --- --- ---
Taxable Bond --- 21.08 1.05 Average
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
1 1 1
0 0 0
0 1 1
Asset Allocation %
Cash 2.3
Stocks 83.8
Bonds 13.5
Other 0.3
Annual Turnover % 58
% Assets in Top 10 7.8
 
Sector Breakdown (% of stocks) 
Sensitive 38.3
Communication Services 1.6
Energy 7.2
Industrials 11.0
Technology 18.5
Cyclical 38.2
Basic Materials 4.4
Consumer Cyclical 12.2
Financial Services 19.8
Real Estate 1.8
Defensive 23.5
Consumer Defensives 8.5
Healthcare 12.8
Utilities 2.2

Top 20 US Holdings | Get Price Quotes
YTD Return through 07-20-18

  Sector YTD Return % % Net Assets  
  Amazon.com Inc* Consumer Cyclical 55.09 1.44
  Facebook Inc A* Technology 18.97 1.06
  Microsoft Corp* Technology 25.22 0.91
  Visa Inc Class A* Financial Services 24.02 0.80
  Apple Inc* Technology 13.93 0.79
  JPMorgan Chase & Co* Financial Services 5.63 0.65
  Wells Fargo & Co* Financial Services -5.74 0.55
  Bank of America Corporation* Financial Services 2.88 0.54
  Schlumberger Ltd* Energy -0.45 0.54
  Pfizer Inc* Healthcare 4.94 0.49
  Merck & Co Inc* Healthcare 12.81 0.46
  UnitedHealth Group Inc* Healthcare 15.37 0.41
  Johnson & Johnson* Healthcare -8.68 0.40
  Cisco Systems Inc* Technology 12.17 0.39
  Philip Morris International Inc* Consumer Defensive -18.11 0.39
  Chevron Corp* Energy -0.54 0.36
  NVIDIA Corp* Technology 29.81 0.34
  Amgen Inc* Healthcare 11.06 0.33
  Citigroup Inc* Financial Services -6.11 0.33
  Qualcomm Inc* Technology -6.59 0.33
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Best 5-Year Relative Performance | More
07-20-18

Worst 5-Year Relative Performance | More
07-20-18

Lowest Expenses | More
07-20-18

Longest Manager Tenure | More
07-20-18

Fund Name Manager Name Average Manager Tenure
Wilshire 5000 Index Instl Thomas D. Stevens 10
Wilshire Large Company Growth Invmt Thomas D. Stevens 10
Wilshire Small Company Value Invmt Thomas D. Stevens 8
Wilshire Small Company Growth Invmt Thomas D. Stevens 7
Wilshire Large Company Value Invmt Richard S. Pzena 5

Shortest Manager Tenure | More
07-20-18

Fund Name Manager Name Average Manager Tenure
Wilshire Income Opportunities Instl Jeffrey E. Gundlach 1
Wilshire International Equity Instl Paul Russell Black 3
Wilshire Large Company Value Invmt Richard S. Pzena 5
Wilshire Small Company Growth Invmt Thomas D. Stevens 7
Wilshire Small Company Value Invmt Thomas D. Stevens 8
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