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Performance
11-30-17

Total ReturnCategory Average
Total Return 32.2 7.0 0.7 7.6 16.6
Category Average 30.2 7.4 0.0 5.9 18.2
Assets for Each Yr* 0.9 0.9 0.8 1.3 1.3
*billions

Trailing Returns %
11-30-17

  YTD 3 Year 5 Year    
Fund Family 16.61 7.87 12.49

Key Stats
11-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,337 $250,000 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.1 50.36 1.13 Average
International Stock 3.0 25.68 1.40 Average
Municipal Bond --- --- --- ---
Taxable Bond --- 23.96 1.01 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 1.5
Stocks 84.5
Bonds 13.5
Other 0.5
Annual Turnover % 80
% Assets in Top 10 8.1
 
Sector Breakdown (% of stocks) 
Sensitive 39.7
Communication Services 1.7
Energy 5.5
Industrials 11.4
Technology 21.1
Cyclical 37.4
Basic Materials 4.5
Consumer Cyclical 11.8
Financial Services 19.0
Real Estate 2.1
Defensive 22.9
Consumer Defensives 8.1
Healthcare 12.7
Utilities 2.1

Top 20 US Holdings | Get Price Quotes
YTD Return through 12-15-17

  Sector YTD Return % % Net Assets  
  Facebook Inc A* Technology 56.61 1.31
  Amazon.com Inc* Consumer Cyclical 57.25 1.18
  Apple Inc* Technology 52.33 0.91
  Alphabet Inc C* Technology 37.88 0.90
  Microsoft Corp* Technology 42.32 0.82
  Visa Inc Class A* Financial Services 46.77 0.80
  Oracle Corp* Technology 27.49 0.61
  JPMorgan Chase & Co* Financial Services 25.37 0.57
  Bank of America Corporation* Financial Services 33.17 0.48
  Monster Beverage Corp* Consumer Defensive 44.36 0.47
  Johnson & Johnson* Healthcare 26.53 0.46
  Cisco Systems Inc* Technology 30.11 0.45
  Merck & Co Inc* Healthcare -1.26 0.45
  Schlumberger Ltd* Energy -23.66 0.44
  Coca-Cola Co* Consumer Defensive 14.98 0.44
  Procter & Gamble Co* Consumer Defensive 12.55 0.42
  Pfizer Inc* Healthcare 18.47 0.41
  Wells Fargo & Co* Financial Services 11.43 0.39
  Exxon Mobil Corp* Energy -4.62 0.39
  Celgene Corp* Healthcare -5.48 0.36
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Best 5-Year Relative Performance | More
12-15-17

Worst 5-Year Relative Performance | More
12-15-17

Lowest Expenses | More
12-15-17

Longest Manager Tenure | More
12-15-17

Fund Name Manager Name Average Manager Tenure
Wilshire 5000 Index Instl Thomas D. Stevens 10
Wilshire Large Company Growth Invmt Thomas D. Stevens 9
Wilshire Small Company Value Invmt Thomas D. Stevens 9
Wilshire Small Company Growth Invmt Thomas D. Stevens 7
Wilshire Large Company Value Invmt Richard S. Pzena 4

Shortest Manager Tenure | More
12-15-17

Fund Name Manager Name Average Manager Tenure
Wilshire Income Opportunities Instl Steven H. Brown 2
Wilshire International Equity Instl Paul Russell Black 3
Wilshire Large Company Value Invmt Richard S. Pzena 4
Wilshire Small Company Growth Invmt Thomas D. Stevens 7
Wilshire Small Company Value Invmt Thomas D. Stevens 9
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