Wilshire Mutual Funds Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return0.727.6417.55-6.548.44
    Category Average-0.025.9319.34-6.909.79
    Assets for Each Yr*0.791.321.341.361.35
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 8.44 7.77 6.23

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,353 mil $250,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.8 49.91 1.03 Average
    International Stock 3.0 26.62 1.39 Average
    Municipal Bond -- -- -- --
    Taxable Bond 3.0 23.46 1.03 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-18-19

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 26.76 0.59
    Bank of America Corporation* Financial Services 17.37 0.39
    Experian PLC* Industrials 27.40 0.35
    Accenture PLC Class A* Technology 31.88 0.31
    General Electric Co* Industrials 39.89 0.29
    PayPal Holdings Inc* Financial Services 37.92 0.24
    Pfizer Inc* Healthcare 0.32 0.18
    The Home Depot Inc* Consumer Cyclical 22.34 0.16
    Ford Motor Co* Consumer Cyclical 35.95 0.15
    Capital One Financial Corp* Financial Services 21.83 0.15
    Morgan Stanley* Financial Services 10.82 0.14
    Intel Corp* Technology 2.28 0.14
    Ulta Beauty Inc* Consumer Cyclical 41.81 0.14
    Cerner Corp* Technology 35.11 0.14
    International Business Machines * Technology 22.79 0.13
    Lululemon Athletica Inc* Consumer Cyclical 54.62 0.13
    Goldman Sachs Group Inc* Financial Services 17.71 0.12
    Comcast Corp Class A* Communication Services 27.64 0.10
    Pegasystems Inc* Technology 51.68 0.10
    Thermo Fisher Scientific Inc* Healthcare 29.40 0.10

    Best 5-Year Relative Performance | More
    06-18-19

    Worst 5-Year Relative Performance | More
    06-18-19

    Lowest Expenses | More
    06-18-19

    Highest Expenses | More
    06-18-19

    Longest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Wilshire 5000 Index Thomas D. Stevens 11.30
    Wilshire Large Compa Thomas D. Stevens 10.90
    Wilshire Small Compa Thomas D. Stevens 8.70
    Wilshire Small Compa Thomas D. Stevens 8.30
    Wilshire Large Compa Richard S. Pzena 5.40

    Shortest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Wilshire Income Oppo Jeffrey E. Gundlach 1.40
    Wilshire Internation Paul Russell Black 4.10
    Wilshire Large Compa Richard S. Pzena 5.40
    Wilshire Small Compa Thomas D. Stevens 8.30
    Wilshire Small Compa Thomas D. Stevens 8.70