Wilshire Mutual Funds Family Data Pages

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Performance
09-30-18

Total ReturnCategory Average
Total Return 7.0 0.7 7.6 17.6 5.4
Category Average 7.4 0.0 5.9 19.3 5.3
Assets for Each Yr* 0.9 0.8 1.3 1.3 1.6
*billions

Trailing Returns %
09-30-18

  YTD 3 Year 5 Year    
Fund Family 5.42 12.25 9.55

Key Stats
09-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,633 $250,000 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.0 51.60 1.08 Average
International Stock 2.0 27.67 1.39 Average
Municipal Bond --- --- --- ---
Taxable Bond --- 20.73 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 8.0
Stocks 83.6
Bonds 7.8
Other 0.6
Annual Turnover % 58
% Assets in Top 10 4.8
 
Sector Breakdown (% of stocks) 
Sensitive 38.7
Communication Services 2.0
Energy 6.4
Industrials 10.3
Technology 20.1
Cyclical 37.4
Basic Materials 3.7
Consumer Cyclical 12.1
Financial Services 19.4
Real Estate 2.3
Defensive 23.8
Consumer Defensives 7.5
Healthcare 13.9
Utilities 2.4

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-19-18

  Sector YTD Return % % Net Assets  
  Microsoft Corp* Technology 25.30 0.77
  Alphabet Inc Class C* Technology 3.15 0.70
  Visa Inc Class A* Financial Services 17.84 0.67
  JPMorgan Chase & Co* Financial Services 3.43 0.48
  Wells Fargo & Co* Financial Services -13.22 0.41
  Bank of America Corporation* Financial Services -2.61 0.40
  UnitedHealth Group Inc* Healthcare 17.79 0.39
  Mylan NV* Healthcare -22.95 0.34
  Experian PLC Industrials 3.90 0.32
  Johnson & Johnson* Healthcare -2.32 0.32
  Accenture PLC A* Technology 2.77 0.31
  Exxon Mobil Corp* Energy 0.44 0.28
  Qualcomm Inc* Technology 3.26 0.27
  Amgen Inc* Healthcare 13.77 0.26
  Berkshire Hathaway Inc B* Financial Services 3.52 0.26
  Schlumberger Ltd* Energy -10.05 0.25
  AT&T Inc* Communication Services -13.19 0.24
  General Electric Co* Industrials -25.04 0.24
  Alphabet Inc A* Technology 3.55 0.22
  Procter & Gamble Co* Consumer Defensive -11.85 0.22
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Best 5-Year Relative Performance | More
10-19-18

Worst 5-Year Relative Performance | More
10-19-18

Lowest Expenses | More
10-19-18

Longest Manager Tenure | More
10-19-18

Fund Name Manager Name Average Manager Tenure
Wilshire 5000 Index Instl Thomas D. Stevens 11
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 8
Wilshire Large Company Value Invmt Richard S. Pzena 5

Shortest Manager Tenure | More
10-19-18

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 8
Wilshire Small Company Value Invmt Thomas D. Stevens 8
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