Wilshire Mutual Funds Fund Family Report
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  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return6.950.727.6417.55--
    Category Average7.43-0.025.9319.342.22
    Assets for Each Yr*0.870.791.321.341.34
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 17.55 8.42 12.49

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,338 mil $250,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.8 49.83 1.13 Average
    International Stock 3.0 26.54 1.40 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- 23.64 1.01 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-16-18

      Sector YTD Return % % Net Assets  
    Facebook Inc A* Technology 1.09 1.31
    Amazon.com Inc* Consumer Cyclical 11.58 1.18
    Apple Inc* Technology 4.11 0.91
    Alphabet Inc C* Technology 7.20 0.90
    Microsoft Corp* Technology 3.29 0.82
    Visa Inc Class A* Financial Services 5.59 0.80
    Oracle Corp* Technology 5.29 0.61
    JPMorgan Chase & Co* Financial Services 5.51 0.57
    Bank of America Corporation* Financial Services 5.83 0.48
    Monster Beverage Corp* Consumer Defensive 2.01 0.47
    Johnson & Johnson* Healthcare 5.11 0.46
    Cisco Systems Inc* Technology 6.61 0.45
    Merck & Co Inc* Healthcare 10.31 0.45
    Schlumberger Ltd* Energy 14.51 0.44
    Coca-Cola Co* Consumer Defensive 1.42 0.44
    Procter & Gamble Co* Consumer Defensive -1.81 0.42
    Pfizer Inc* Healthcare 1.05 0.41
    Wells Fargo & Co* Financial Services 3.02 0.39
    Exxon Mobil Corp* Energy 3.98 0.39
    Celgene Corp* Healthcare 0.44 0.36

    Best 5-Year Relative Performance | More
    01-16-18

    Worst 5-Year Relative Performance | More
    01-16-18

    Lowest Expenses | More
    01-16-18

    Highest Expenses | More
    01-16-18

    Longest Manager Tenure | More
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Wilshire 5000 Index Thomas D. Stevens 9.90
    Wilshire Large Compa Thomas D. Stevens 9.50
    Wilshire Small Compa Thomas D. Stevens 9.00
    Wilshire Small Compa Thomas D. Stevens 6.90
    Wilshire Large Compa Richard S. Pzena 4.00

    Shortest Manager Tenure | More
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Wilshire Income Oppo Steven H. Brown 1.60
    Wilshire Internation Paul Russell Black 3.20
    Wilshire Large Compa Richard S. Pzena 4.00
    Wilshire Small Compa Thomas D. Stevens 6.90
    Wilshire Small Compa Thomas D. Stevens 9.00