Wilshire Mutual Funds Fund Family Report
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  • Performance
    10-31-17

    Total ReturnCategory Average
    Total Return32.166.950.727.6414.89
    Category Average30.237.43-0.025.9316.27
    Assets for Each Yr*0.850.870.791.321.31
    *billions

    Trailing Returns %
    10-31-17

      YTD 3 Year 5 Year    
    Fund Family 14.89 7.95 12.39

    Key Stats
    10-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,313 mil $250,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 49.49 1.13 Average
    International Stock 2.0 26.26 1.40 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- 24.26 1.01 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-17-17

      Sector YTD Return % % Net Assets  
    Facebook Inc A* Technology 55.58 1.31
    Amazon.com Inc* Consumer Cyclical 50.68 1.18
    Apple Inc* Technology 49.03 0.91
    Alphabet Inc C* Technology 32.04 0.90
    Microsoft Corp* Technology 35.16 0.82
    Visa Inc Class A* Financial Services 41.64 0.80
    Oracle Corp* Technology 29.15 0.61
    JPMorgan Chase & Co* Financial Services 16.10 0.57
    Bank of America Corporation* Financial Services 21.67 0.48
    Monster Beverage Corp* Consumer Defensive 40.21 0.47
    Johnson & Johnson* Healthcare 21.93 0.46
    Cisco Systems Inc* Technology 22.53 0.45
    Merck & Co Inc* Healthcare -3.84 0.45
    Schlumberger Ltd* Energy -24.41 0.44
    Coca-Cola Co* Consumer Defensive 12.93 0.44
    Procter & Gamble Co* Consumer Defensive 8.43 0.42
    Pfizer Inc* Healthcare 12.84 0.41
    Wells Fargo & Co* Financial Services 1.05 0.39
    Exxon Mobil Corp* Energy -7.71 0.39
    Celgene Corp* Healthcare -10.06 0.36

    Best 5-Year Relative Performance | More
    11-17-17

    Worst 5-Year Relative Performance | More
    11-17-17

    Lowest Expenses | More
    11-17-17

    Highest Expenses | More
    11-17-17

    Longest Manager Tenure | More
    11-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    Wilshire 5000 Index Thomas D. Stevens 9.70
    Wilshire Large Compa Thomas D. Stevens 9.30
    Wilshire Small Compa Thomas D. Stevens 8.80
    Wilshire Small Compa Thomas D. Stevens 6.70
    Wilshire Large Compa Richard S. Pzena 3.80

    Shortest Manager Tenure | More
    11-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    Wilshire Income Oppo Steven H. Brown 1.40
    Wilshire Internation Paul Russell Black 3.10
    Wilshire Large Compa Richard S. Pzena 3.80
    Wilshire Small Compa Thomas D. Stevens 6.70
    Wilshire Small Compa Thomas D. Stevens 8.80