Wilshire Mutual Funds Fund Family Report
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  • Performance
    08-31-18

    Total ReturnCategory Average
    Total Return6.950.727.6417.555.37
    Category Average7.43-0.025.9319.345.49
    Assets for Each Yr*0.870.791.321.341.64
    *billions

    Trailing Returns %
    08-31-18

      YTD 3 Year 5 Year    
    Fund Family 5.37 11.20 10.40

    Key Stats
    08-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,635 mil $250,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.9 51.91 1.08 Average
    International Stock 3.0 27.40 1.39 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- 20.69 1.05 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-19-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 32.06 0.86
    Oracle Corp* Technology 5.75 0.63
    JPMorgan Chase & Co* Financial Services 11.56 0.58
    Wells Fargo & Co* Financial Services -6.99 0.48
    Bank of America Corporation* Financial Services 6.33 0.47
    Pfizer Inc* Healthcare 22.25 0.45
    UnitedHealth Group Inc* Healthcare 21.51 0.43
    Mylan NV* Healthcare -9.62 0.38
    Experian PLC* Industrials 13.85 0.36
    Schlumberger Ltd* Energy -6.91 0.34
    Accenture PLC A* Technology 13.97 0.33
    Qualcomm Inc* Technology 18.51 0.31
    Citigroup Inc* Financial Services 0.54 0.28
    Berkshire Hathaway Inc B* Financial Services 11.47 0.27
    AT&T Inc* Communication Services -10.31 0.26
    Procter & Gamble Co* Consumer Defensive -6.26 0.25
    Adobe Systems Inc* Technology 51.15 0.24
    CVS Health Corp* Healthcare 10.98 0.22
    Verizon Communications Inc* Communication Services 4.42 0.22
    US Bancorp* Financial Services 3.62 0.21

    Best 5-Year Relative Performance | More
    09-19-18

    Worst 5-Year Relative Performance | More
    09-19-18

    Lowest Expenses | More
    09-19-18

    Highest Expenses | More
    09-19-18

    Longest Manager Tenure | More
    09-19-18

    Fund Name   Manager Name Avg Manager Tenure  
    Wilshire 5000 Index Thomas D. Stevens 10.60
    Wilshire Large Compa Thomas D. Stevens 10.20
    Wilshire Small Compa Thomas D. Stevens 8.00
    Wilshire Small Compa Thomas D. Stevens 7.60
    Wilshire Large Compa Richard S. Pzena 4.70

    Shortest Manager Tenure | More
    09-19-18

    Fund Name   Manager Name Avg Manager Tenure  
    Wilshire Income Oppo Jeffrey E. Gundlach 0.60
    Wilshire Internation Paul Russell Black 3.30
    Wilshire Large Compa Richard S. Pzena 4.70
    Wilshire Small Compa Thomas D. Stevens 7.60
    Wilshire Small Compa Thomas D. Stevens 8.00