Wilshire Mutual Funds Fund Family Report
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  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return0.727.6417.55-6.5415.11
    Category Average-0.025.9319.34-6.9016.34
    Assets for Each Yr*0.791.321.341.361.40
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 15.11 8.67 7.36

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,403 mil $250,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.7 51.14 1.03 Average
    International Stock 3.0 26.62 1.39 Average
    Municipal Bond -- -- -- --
    Taxable Bond 3.0 22.24 1.03 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-23-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 32.69 0.91
    Visa Inc Class A* Financial Services 33.38 0.83
    Alphabet Inc Class C* Technology 11.17 0.69
    Apple Inc* Technology 29.90 0.66
    UnitedHealth Group Inc* Healthcare -6.62 0.37
    General Electric Co* Industrials 7.66 0.34
    Procter & Gamble Co* Consumer Defensive 30.04 0.32
    Mettler-Toledo International Inc* Healthcare 13.66 0.31
    Merck & Co Inc* Healthcare 12.60 0.30
    Exxon Mobil Corp* Energy 2.73 0.29
    ResMed Inc* Healthcare 17.07 0.25
    ServiceNow Inc* Technology 47.75 0.24
    Salesforce.com Inc* Technology 10.66 0.23
    Autodesk Inc* Technology 11.96 0.23
    Zoetis Inc Class A* Healthcare 44.45 0.22
    Alphabet Inc A* Technology 10.39 0.21
    The Home Depot Inc* Consumer Cyclical 28.15 0.19
    Entergy Corp* Utilities 30.79 0.19
    Alexion Pharmaceuticals Inc* Healthcare 18.46 0.18
    Target Corp* Consumer Defensive 59.52 0.17

    Best 5-Year Relative Performance | More
    08-23-19

    Worst 5-Year Relative Performance | More
    08-23-19

    Lowest Expenses | More
    08-23-19

    Highest Expenses | More
    08-23-19

    Longest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    Wilshire 5000 Index Thomas D. Stevens 11.50
    Wilshire Small Compa Thomas D. Stevens 11.50
    Wilshire Large Compa Thomas D. Stevens 11.10
    Wilshire Small Compa Thomas D. Stevens 8.50
    Wilshire Large Compa Richard S. Pzena 5.10

    Shortest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    Wilshire Income Oppo Jeffrey E. Gundlach 1.50
    Wilshire Internation Paul Russell Black 2.90
    Wilshire Large Compa Richard S. Pzena 5.10
    Wilshire Small Compa Thomas D. Stevens 8.50
    Wilshire Large Compa Thomas D. Stevens 11.10