Wilshire Mutual Funds Fund Family Report
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  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return6.950.727.6417.55-1.61
    Category Average7.43-0.025.9319.34-1.88
    Assets for Each Yr*0.870.791.321.341.50
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family -1.61 7.12 7.17

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,501 mil $250,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 50.87 1.08 Average
    International Stock 3.0 27.19 1.39 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- 21.94 1.05 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-13-18

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 39.48 1.23
    Microsoft Corp* Technology 26.49 0.78
    Alphabet Inc Class C* Technology -0.99 0.68
    Oracle Corp* Technology 6.32 0.56
    JPMorgan Chase & Co* Financial Services 4.80 0.47
    Pfizer Inc* Healthcare 23.91 0.41
    Merck & Co Inc* Healthcare 35.15 0.40
    Bank of America Corporation* Financial Services -4.64 0.38
    UnitedHealth Group Inc* Healthcare 23.27 0.38
    Wells Fargo & Co* Financial Services -10.37 0.37
    Monster Beverage Corp* Consumer Defensive -11.87 0.34
    Experian PLC* Industrials 8.88 0.33
    Mylan NV* Healthcare -15.48 0.32
    Accenture PLC A* Technology 7.28 0.31
    Qualcomm Inc* Technology -12.57 0.28
    NVIDIA Corp* Technology 3.24 0.24
    Mettler-Toledo International Inc* Healthcare -4.89 0.24
    Citigroup Inc* Financial Services -10.87 0.22
    Autodesk Inc* Technology 24.89 0.22
    Chevron Corp* Energy -5.18 0.22

    Best 5-Year Relative Performance | More
    11-13-18

    Worst 5-Year Relative Performance | More
    11-13-18

    Lowest Expenses | More
    11-13-18

    Highest Expenses | More
    11-13-18

    Longest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Wilshire 5000 Index Thomas D. Stevens 10.70
    Wilshire Large Compa Thomas D. Stevens 10.30
    Wilshire Small Compa Thomas D. Stevens 8.10
    Wilshire Small Compa Thomas D. Stevens 7.70
    Wilshire Large Compa Richard S. Pzena 4.80

    Shortest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Wilshire Income Oppo Jeffrey E. Gundlach 0.80
    Wilshire Internation Paul Russell Black 3.50
    Wilshire Large Compa Richard S. Pzena 4.80
    Wilshire Small Compa Thomas D. Stevens 7.70
    Wilshire Small Compa Thomas D. Stevens 8.10