Wilshire Mutual Funds Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return6.950.727.6417.550.77
    Category Average7.43-0.025.9319.340.27
    Assets for Each Yr*0.870.791.321.341.49
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family 0.77 7.47 10.37

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,494 mil $250,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 51.35 1.08 Average
    International Stock 3.0 27.79 1.39 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- 20.86 1.05 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-24-18

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 37.08 1.35
    Facebook Inc A* Technology 5.37 0.95
    Microsoft Corp* Technology 15.91 0.84
    Alphabet Inc C* Technology 3.14 0.82
    Visa Inc Class A* Financial Services 16.04 0.77
    Apple Inc* Technology 11.98 0.69
    Oracle Corp* Technology -0.93 0.67
    JPMorgan Chase & Co* Financial Services 5.06 0.65
    Bank of America Corporation* Financial Services 2.74 0.55
    Wells Fargo & Co* Financial Services -8.60 0.52
    Pfizer Inc* Healthcare 0.97 0.49
    Schlumberger Ltd* Energy 6.43 0.49
    Merck & Co Inc* Healthcare 5.94 0.44
    Johnson & Johnson* Healthcare -11.90 0.42
    Monster Beverage Corp* Consumer Defensive -21.60 0.42
    Cisco Systems Inc* Technology 15.38 0.40
    Walmart Inc* Consumer Defensive -15.05 0.40
    Philip Morris International Inc* Consumer Defensive -21.74 0.39
    Exxon Mobil Corp* Energy -2.13 0.36
    UnitedHealth Group Inc* Healthcare 10.44 0.33

    Best 5-Year Relative Performance | More
    05-24-18

    Worst 5-Year Relative Performance | More
    05-24-18

    Lowest Expenses | More
    05-24-18

    Highest Expenses | More
    05-24-18

    Longest Manager Tenure | More
    05-24-18

    Fund Name   Manager Name Avg Manager Tenure  
    Wilshire 5000 Index Thomas D. Stevens 10.30
    Wilshire Large Compa Thomas D. Stevens 9.80
    Wilshire Small Compa Thomas D. Stevens 7.60
    Wilshire Small Compa Thomas D. Stevens 7.30
    Wilshire Large Compa Richard S. Pzena 4.30

    Shortest Manager Tenure | More
    05-24-18

    Fund Name   Manager Name Avg Manager Tenure  
    Wilshire Income Oppo Steven H. Brown 1.30
    Wilshire Internation Paul Russell Black 3.60
    Wilshire Large Compa Richard S. Pzena 4.30
    Wilshire Small Compa Thomas D. Stevens 7.30
    Wilshire Small Compa Thomas D. Stevens 7.60