Wilshire Mutual Funds Fund Family Report
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  • Performance
    08-31-17

    Total ReturnCategory Average
    Total Return32.166.950.727.6411.06
    Category Average30.237.43-0.025.9312.34
    Assets for Each Yr*0.850.870.791.321.29
    *billions

    Trailing Returns %
    08-31-17

      YTD 3 Year 5 Year    
    Fund Family 11.06 6.41 11.57

    Key Stats
    08-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,294 mil $250,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.9 48.97 1.13 Average
    International Stock 1.0 26.13 1.40 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- 24.89 1.01 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-25-17

      Sector YTD Return % % Net Assets  
    Facebook Inc A* Technology 41.56 1.31
    Amazon.com Inc* Consumer Cyclical 25.33 1.18
    Apple Inc* Technology 31.57 0.91
    Alphabet Inc C* Technology 19.32 0.90
    Microsoft Corp* Technology 19.78 0.82
    Visa Inc Class A* Financial Services 32.68 0.80
    Oracle Corp* Technology 26.14 0.61
    JPMorgan Chase & Co* Financial Services 10.79 0.57
    Bank of America Corporation* Financial Services 13.26 0.48
    Monster Beverage Corp* Consumer Defensive 24.42 0.47
    Johnson & Johnson* Healthcare 16.01 0.46
    Cisco Systems Inc* Technology 14.36 0.45
    Merck & Co Inc* Healthcare 13.11 0.45
    Schlumberger Ltd* Energy -15.25 0.44
    Coca-Cola Co* Consumer Defensive 12.88 0.44
    Procter & Gamble Co* Consumer Defensive 12.71 0.42
    Pfizer Inc* Healthcare 12.28 0.41
    Wells Fargo & Co* Financial Services 0.13 0.39
    Exxon Mobil Corp* Energy -7.74 0.39
    Celgene Corp* Healthcare 25.22 0.36

    Best 5-Year Relative Performance | More
    09-25-17

    Worst 5-Year Relative Performance | More
    09-25-17

    Lowest Expenses | More
    09-25-17

    Highest Expenses | More
    09-25-17

    Longest Manager Tenure | More
    09-25-17

    Fund Name   Manager Name Avg Manager Tenure  
    Wilshire 5000 Index Thomas D. Stevens 9.60
    Wilshire Large Compa Thomas D. Stevens 9.20
    Wilshire Small Compa Thomas D. Stevens 8.70
    Wilshire Small Compa Thomas D. Stevens 6.60
    Wilshire Large Compa Richard S. Pzena 3.70

    Shortest Manager Tenure | More
    09-25-17

    Fund Name   Manager Name Avg Manager Tenure  
    Wilshire Income Oppo Steven H. Brown 1.30
    Wilshire Internation Paul Russell Black 2.90
    Wilshire Large Compa Richard S. Pzena 3.70
    Wilshire Small Compa Thomas D. Stevens 6.60
    Wilshire Small Compa Thomas D. Stevens 8.70