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
    08-13-19

      Sector YTD Return % % Net Assets  
    Oracle Corp* Technology 21.02 0.60
    JPMorgan Chase & Co* Financial Services 14.46 0.43
    UnitedHealth Group Inc* Healthcare 0.83 0.37
    Procter & Gamble Co* Consumer Defensive 29.96 0.32
    AT&T Inc* Communication Services 27.51 0.31
    Mettler-Toledo International Inc* Healthcare 21.99 0.31
    Merck & Co Inc* Healthcare 14.10 0.30
    Exxon Mobil Corp* Energy 7.13 0.29
    Berkshire Hathaway Inc B* Financial Services -2.64 0.26
    ResMed Inc* Healthcare 19.20 0.25
    ServiceNow Inc* Technology 47.26 0.24
    Starbucks Corp* Consumer Cyclical 51.72 0.24
    Salesforce.com Inc* Technology 5.04 0.23
    Monster Beverage Corp* Consumer Defensive 17.92 0.22
    Pfizer Inc* Healthcare -16.88 0.22
    Zoetis Inc Class A* Healthcare 46.35 0.22
    Verizon Communications Inc* Communication Services 3.48 0.21
    Entergy Corp* Utilities 28.44 0.19
    The Home Depot Inc* Consumer Cyclical 22.83 0.19
    American International Group Inc* Financial Services 44.02 0.17

    Best 5-Year Relative Performance | More
    08-13-19

    Worst 5-Year Relative Performance | More
    08-13-19

    Lowest Expenses | More
    08-13-19

    Highest Expenses | More
    08-13-19

    Longest Manager Tenure | More
    08-13-19

    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
    08-13-19

    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