Wilshire Mutual Funds Fund Family Report
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  • Performance
    06-30-17

    Total ReturnCategory Average
    Total Return32.166.950.727.648.51
    Category Average30.237.43-0.025.939.57
    Assets for Each Yr*0.850.870.791.321.33
    *billions

    Trailing Returns %
    06-30-17

      YTD 3 Year 5 Year    
    Fund Family 8.51 6.26 11.85

    Key Stats
    06-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,329 mil $250,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.8 47.99 1.13 Average
    International Stock 1.9 23.04 1.40 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- 28.97 1.01 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-25-17

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 38.67 1.32
    Facebook Inc A* Technology 43.66 1.20
    Alphabet Inc C* Technology 23.18 0.88
    Apple Inc* Technology 32.91 0.81
    Microsoft Corp* Technology 20.65 0.73
    Visa Inc Class A* Financial Services 28.58 0.70
    Oracle Corp* Technology 34.46 0.62
    JPMorgan Chase & Co* Financial Services 9.26 0.59
    Johnson & Johnson* Healthcare 15.89 0.53
    Bank of America Corporation* Financial Services 11.45 0.49
    Merck & Co Inc* Healthcare 7.53 0.45
    Cisco Systems Inc* Technology 9.07 0.44
    Monster Beverage Corp* Consumer Defensive 20.41 0.44
    Exxon Mobil Corp* Energy -9.38 0.43
    Wells Fargo & Co* Financial Services 1.29 0.43
    Schlumberger Ltd* Energy -18.99 0.38
    Pfizer Inc* Healthcare 3.88 0.37
    Qualcomm Inc* Technology -16.61 0.37
    Procter & Gamble Co* Consumer Defensive 8.45 0.37
    Coca-Cola Co* Consumer Defensive 10.90 0.36

    Best 5-Year Relative Performance | More
    07-25-17

    Worst 5-Year Relative Performance | More
    07-25-17

    Lowest Expenses | More
    07-25-17

    Highest Expenses | More
    07-25-17

    Longest Manager Tenure | More
    07-25-17

    Fund Name   Manager Name Avg Manager Tenure  
    Wilshire 5000 Index Thomas D. Stevens 9.40
    Wilshire Large Compa Thomas D. Stevens 9.00
    Wilshire Small Compa Thomas D. Stevens 8.50
    Wilshire Small Compa Thomas D. Stevens 6.40
    Wilshire Large Compa Richard S. Pzena 3.50

    Shortest Manager Tenure | More
    07-25-17

    Fund Name   Manager Name Avg Manager Tenure  
    Wilshire Income Oppo Steven H. Brown 1.10
    Wilshire Internation Paul Russell Black 2.80
    Wilshire Large Compa Richard S. Pzena 3.50
    Wilshire Small Compa Thomas D. Stevens 6.40
    Wilshire Small Compa Thomas D. Stevens 8.50