Wilshire Mutual Funds Fund Family Report
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  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return0.727.6417.55-6.549.55
    Category Average-0.025.9319.34-6.9010.06
    Assets for Each Yr*0.791.321.341.361.39
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 9.55 10.93 6.62

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,388 mil $250,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 51.43 1.03 Average
    International Stock 3.0 26.31 1.39 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- 22.26 1.03 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-21-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 18.81 0.60
    Alphabet Inc Class C* Technology 18.92 0.59
    Oracle Corp* Technology 20.11 0.48
    Apple Inc* Technology 24.14 0.44
    JPMorgan Chase & Co* Financial Services 6.20 0.39
    Bank of America Corporation* Financial Services 14.98 0.35
    Wells Fargo & Co* Financial Services 9.18 0.31
    General Electric Co* Industrials 37.91 0.30
    Experian PLC* Industrials 13.40 0.30
    Pfizer Inc* Healthcare -2.15 0.28
    Accenture PLC A* Technology 19.31 0.25
    Mettler-Toledo International Inc* Healthcare 29.02 0.23
    Citigroup Inc* Financial Services 23.63 0.21
    Alphabet Inc A* Technology 18.29 0.20
    Verizon Communications Inc* Communication Services 4.75 0.19
    Salesforce.com Inc* Technology 21.89 0.19
    Icon PLC* Healthcare 5.84 0.18
    Berkshire Hathaway Inc B* Financial Services 0.12 0.18
    US Bancorp* Financial Services 8.67 0.16
    Monster Beverage Corp* Consumer Defensive 10.12 0.16

    Best 5-Year Relative Performance | More
    03-21-19

    Worst 5-Year Relative Performance | More
    03-21-19

    Lowest Expenses | More
    03-21-19

    Highest Expenses | More
    03-21-19

    Longest Manager Tenure | More
    03-21-19

    Fund Name   Manager Name Avg Manager Tenure  
    Wilshire 5000 Index Thomas D. Stevens 11.10
    Wilshire Large Compa Thomas D. Stevens 10.70
    Wilshire Small Compa Thomas D. Stevens 8.50
    Wilshire Small Compa Thomas D. Stevens 8.10
    Wilshire Large Compa Richard S. Pzena 5.20

    Shortest Manager Tenure | More
    03-21-19

    Fund Name   Manager Name Avg Manager Tenure  
    Wilshire Income Oppo Jeffrey E. Gundlach 1.10
    Wilshire Internation Paul Russell Black 3.80
    Wilshire Large Compa Richard S. Pzena 5.20
    Wilshire Small Compa Thomas D. Stevens 8.10
    Wilshire Small Compa Thomas D. Stevens 8.50