Wilshire Mutual Funds Fund Family Report
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  • Performance
    04-30-17

    Total ReturnCategory Average
    Total Return32.166.950.727.646.08
    Category Average30.177.41-0.066.067.16
    Assets for Each Yr*0.850.870.791.321.37
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 6.08 7.23 10.55

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,370 mil $250,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 49.75 1.13 Average
    International Stock 2.0 21.99 1.40 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- 28.27 1.01 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-26-17

      Sector YTD Return % % Net Assets  
    Facebook Inc A* Technology 32.23 1.13
    Amazon.com Inc* Consumer Cyclical 32.79 1.09
    Apple Inc* Technology 33.66 1.07
    Alphabet Inc C* Technology 25.87 0.77
    Microsoft Corp* Technology 13.84 0.70
    Visa Inc Class A* Financial Services 21.76 0.67
    Oracle Corp* Technology 18.60 0.64
    JPMorgan Chase & Co* Financial Services 0.06 0.62
    Johnson & Johnson* Healthcare 11.59 0.55
    Bank of America Corporation* Financial Services 5.50 0.54
    Qualcomm Inc* Technology -10.09 0.51
    Cisco Systems Inc* Technology 6.06 0.50
    Merck & Co Inc* Healthcare 11.08 0.48
    Wells Fargo & Co* Financial Services -3.52 0.47
    Exxon Mobil Corp* Energy -7.97 0.45
    Schlumberger Ltd* Energy -15.91 0.39
    Pfizer Inc* Healthcare 0.92 0.39
    Procter & Gamble Co* Consumer Defensive 5.39 0.39
    Monster Beverage Corp* Consumer Defensive 14.79 0.38
    Altria Group Inc* Consumer Defensive 10.94 0.35

    Best 5-Year Relative Performance | More
    05-26-17

    Worst 5-Year Relative Performance | More
    05-26-17

    Lowest Expenses | More
    05-26-17

    Highest Expenses | More
    05-26-17

    Longest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Wilshire 5000 Index Thomas D. Stevens 9.30
    Wilshire Large Compa Thomas D. Stevens 8.80
    Wilshire Small Compa Thomas D. Stevens 8.30
    Wilshire Small Compa Thomas D. Stevens 6.30
    Wilshire Large Compa Richard S. Pzena 3.30

    Shortest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Wilshire Income Oppo Steven H. Brown 0.90
    Wilshire Internation Paul Russell Black 2.60
    Wilshire Large Compa Richard S. Pzena 3.30
    Wilshire Small Compa Thomas D. Stevens 6.30
    Wilshire Small Compa Thomas D. Stevens 8.30