Wilshire Mutual Funds Fund Family Report
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  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return32.166.950.727.643.91
    Category Average30.177.41-0.066.064.48
    Assets for Each Yr*0.850.870.791.321.36
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 3.91 5.96 10.58

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,355 mil $250,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 50.09 1.13 Average
    International Stock 2.0 20.64 1.40 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- 29.27 1.01 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-29-17

      Sector YTD Return % % Net Assets  
    Facebook Inc A* Technology 23.99 1.04
    Amazon.com Inc* Consumer Cyclical 16.60 1.03
    Apple Inc* Technology 24.93 1.01
    Alphabet Inc C* Technology 7.72 0.77
    Microsoft Corp* Technology 5.99 0.68
    Visa Inc Class A* Financial Services 14.52 0.67
    JPMorgan Chase & Co* Financial Services 2.85 0.63
    Oracle Corp* Technology 16.18 0.62
    Bank of America Corporation* Financial Services 6.00 0.59
    Johnson & Johnson* Healthcare 9.12 0.54
    Cisco Systems Inc* Technology 12.51 0.51
    Merck & Co Inc* Healthcare 8.90 0.50
    Qualcomm Inc* Technology -11.21 0.50
    Wells Fargo & Co* Financial Services 1.71 0.48
    Exxon Mobil Corp* Energy -8.30 0.43
    Schlumberger Ltd* Energy -5.69 0.41
    Pfizer Inc* Healthcare 6.68 0.39
    Procter & Gamble Co* Consumer Defensive 8.55 0.38
    Monster Beverage Corp* Consumer Defensive 6.52 0.35
    AT&T Inc* Communication Services -1.39 0.33

    Best 5-Year Relative Performance | More
    03-29-17

    Worst 5-Year Relative Performance | More
    03-29-17

    Lowest Expenses | More
    03-29-17

    Highest Expenses | More
    03-29-17

    Longest Manager Tenure | More
    03-29-17

    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 10.00
    Wilshire Large Compa Thomas D. Stevens 8.20
    Wilshire Large Compa John Paul Goetz 4.50

    Shortest Manager Tenure | More
    03-29-17

    Fund Name   Manager Name Avg Manager Tenure  
    Wilshire Income Oppo Steven H. Brown 1.00
    Wilshire Internation Paul Russell Black 2.40
    Wilshire Large Compa John Paul Goetz 4.50
    Wilshire Large Compa Thomas D. Stevens 8.20
    Wilshire Small Compa Thomas D. Stevens 10.00