Wilshire Mutual Funds Fund Family Report
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  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return0.727.6417.55-6.5412.82
    Category Average-0.025.9319.34-6.9014.70
    Assets for Each Yr*0.791.321.341.361.37
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 12.82 7.80 6.10

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,366 mil $250,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.6 50.79 1.03 Average
    International Stock 3.0 26.60 1.39 Average
    Municipal Bond -- -- -- --
    Taxable Bond 3.0 22.61 1.03 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Wilshire 5000 Index Thomas D. Stevens 11.60
    Wilshire Small Compa Thomas D. Stevens 11.60
    Wilshire Large Compa Thomas D. Stevens 11.20
    Wilshire Small Compa Thomas D. Stevens 8.60
    Wilshire Large Compa Richard S. Pzena 5.20

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Wilshire Income Oppo Jeffrey E. Gundlach 1.60
    Wilshire Internation Paul Russell Black 2.90
    Wilshire Large Compa Richard S. Pzena 5.20
    Wilshire Small Compa Thomas D. Stevens 8.60
    Wilshire Large Compa Thomas D. Stevens 11.20