Wilshire Mutual Funds Fund Family Report
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  • Performance
    06-30-18

    Total ReturnCategory Average
    Total Return6.950.727.6417.551.45
    Category Average7.43-0.025.9319.341.68
    Assets for Each Yr*0.870.791.321.341.59
    *billions

    Trailing Returns %
    06-30-18

      YTD 3 Year 5 Year    
    Fund Family 1.45 7.90 10.25

    Key Stats
    06-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,587 mil $250,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 51.78 1.08 Average
    International Stock 3.0 27.14 1.39 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- 21.08 1.05 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-20-18

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 55.09 1.44
    Facebook Inc A* Technology 18.97 1.06
    Microsoft Corp* Technology 25.22 0.91
    Visa Inc Class A* Financial Services 24.02 0.80
    Apple Inc* Technology 13.93 0.79
    JPMorgan Chase & Co* Financial Services 5.63 0.65
    Wells Fargo & Co* Financial Services -5.74 0.55
    Bank of America Corporation* Financial Services 2.88 0.54
    Schlumberger Ltd* Energy -0.45 0.54
    Pfizer Inc* Healthcare 4.94 0.49
    Merck & Co Inc* Healthcare 12.81 0.46
    UnitedHealth Group Inc* Healthcare 15.37 0.41
    Johnson & Johnson* Healthcare -8.68 0.40
    Cisco Systems Inc* Technology 12.17 0.39
    Philip Morris International Inc* Consumer Defensive -18.11 0.39
    Chevron Corp* Energy -0.54 0.36
    NVIDIA Corp* Technology 29.81 0.34
    Amgen Inc* Healthcare 11.06 0.33
    Citigroup Inc* Financial Services -6.11 0.33
    Qualcomm Inc* Technology -6.59 0.33

    Best 5-Year Relative Performance | More
    07-20-18

    Worst 5-Year Relative Performance | More
    07-20-18

    Lowest Expenses | More
    07-20-18

    Highest Expenses | More
    07-20-18

    Longest Manager Tenure | More
    07-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Wilshire 5000 Index Thomas D. Stevens 10.40
    Wilshire Large Compa Thomas D. Stevens 10.00
    Wilshire Small Compa Thomas D. Stevens 7.80
    Wilshire Small Compa Thomas D. Stevens 7.40
    Wilshire Large Compa Richard S. Pzena 4.50

    Shortest Manager Tenure | More
    07-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Wilshire Income Oppo Jeffrey E. Gundlach 0.50
    Wilshire Internation Paul Russell Black 3.20
    Wilshire Large Compa Richard S. Pzena 4.50
    Wilshire Small Compa Thomas D. Stevens 7.40
    Wilshire Small Compa Thomas D. Stevens 7.80