Wilshire Mutual Funds Fund Family Report
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  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return0.727.6417.55-6.54--
    Category Average-0.025.9319.34-6.904.33
    Assets for Each Yr*0.791.321.341.361.36
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -6.54 5.75 4.96

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,363 mil $250,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 48.63 1.08 Average
    International Stock 3.0 28.34 1.39 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- 23.03 1.05 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 12.93 0.96
    Microsoft Corp* Technology 6.05 0.68
    JPMorgan Chase & Co* Financial Services 7.96 0.44
    UnitedHealth Group Inc* Healthcare 6.58 0.38
    Wells Fargo & Co* Financial Services 8.53 0.38
    Merck & Co Inc* Healthcare -0.71 0.36
    Bank of America Corporation* Financial Services 18.91 0.35
    Johnson & Johnson* Healthcare 1.27 0.33
    Monster Beverage Corp* Consumer Defensive 12.92 0.30
    Experian PLC* Industrials 2.41 0.29
    Accenture PLC A* Technology 6.69 0.28
    Mylan NV* Healthcare 7.99 0.28
    Verizon Communications Inc* Communication Services 2.62 0.24
    Amgen Inc* Healthcare 4.73 0.23
    Mettler-Toledo International Inc* Healthcare 6.46 0.23
    Qualcomm Inc* Technology -2.88 0.22
    General Electric Co* Industrials 19.68 0.21
    Walmart Inc* Consumer Defensive 4.92 0.21
    American Express Co* Financial Services 5.82 0.20
    Citigroup Inc* Financial Services 21.24 0.19

    Best 5-Year Relative Performance | More
    01-18-19

    Worst 5-Year Relative Performance | More
    01-18-19

    Lowest Expenses | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Wilshire 5000 Index Thomas D. Stevens 10.90
    Wilshire Large Compa Thomas D. Stevens 10.50
    Wilshire Small Compa Thomas D. Stevens 8.30
    Wilshire Small Compa Thomas D. Stevens 7.90
    Wilshire Large Compa Richard S. Pzena 5.00

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Wilshire Income Oppo Jeffrey E. Gundlach 1.00
    Wilshire Internation Paul Russell Black 3.70
    Wilshire Large Compa Richard S. Pzena 5.00
    Wilshire Small Compa Thomas D. Stevens 7.90
    Wilshire Small Compa Thomas D. Stevens 8.30