Wilshire Mutual Funds Fund Family Report
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  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return32.166.950.727.644.63
    Category Average30.177.41-0.066.065.39
    Assets for Each Yr*0.850.870.791.321.35
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 4.63 6.46 10.11

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,354 mil $250,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 50.00 1.13 Average
    International Stock 2.0 21.01 1.40 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- 28.99 1.01 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-21-17

      Sector YTD Return % % Net Assets  
    Facebook Inc A* Technology 24.88 1.04
    Amazon.com Inc* Consumer Cyclical 19.82 1.03
    Apple Inc* Technology 23.33 1.01
    Alphabet Inc C* Technology 9.25 0.76
    Microsoft Corp* Technology 7.48 0.68
    Visa Inc Class A* Financial Services 17.04 0.66
    JPMorgan Chase & Co* Financial Services -0.92 0.63
    Oracle Corp* Technology 16.44 0.62
    Bank of America Corporation* Financial Services 3.10 0.59
    Johnson & Johnson* Healthcare 6.38 0.53
    Cisco Systems Inc* Technology 10.42 0.50
    Qualcomm Inc* Technology -18.67 0.50
    Merck & Co Inc* Healthcare 5.93 0.49
    Wells Fargo & Co* Financial Services -3.14 0.48
    Exxon Mobil Corp* Energy -9.77 0.43
    Schlumberger Ltd* Energy -10.26 0.40
    Pfizer Inc* Healthcare 4.56 0.38
    Procter & Gamble Co* Consumer Defensive 7.02 0.38
    Monster Beverage Corp* Consumer Defensive 2.37 0.35
    AT&T Inc* Communication Services -3.81 0.33

    Best 5-Year Relative Performance | More
    04-21-17

    Worst 5-Year Relative Performance | More
    04-21-17

    Lowest Expenses | More
    04-21-17

    Highest Expenses | More
    04-21-17

    Longest Manager Tenure | More
    04-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    Wilshire Small Compa Thomas D. Stevens 11.60
    Wilshire 5000 Index Thomas D. Stevens 10.20
    Wilshire Small Compa Thomas D. Stevens 10.10
    Wilshire Large Compa Thomas D. Stevens 8.30
    Wilshire Large Compa John Paul Goetz 4.60

    Shortest Manager Tenure | More
    04-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    Wilshire Income Oppo Steven H. Brown 1.10
    Wilshire Internation Paul Russell Black 2.50
    Wilshire Large Compa John Paul Goetz 4.60
    Wilshire Large Compa Thomas D. Stevens 8.30
    Wilshire Small Compa Thomas D. Stevens 10.10