Returns Chart

Key Stats

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Expense Ratio Total Assets Under Management Dividend Yield Turnover Ratio
0.54% 215.69M 0.90% 9.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized All Time Total Returns (Daily) Max Drawdown (All)
-8.103M -3.44% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks to replicate as closely as possible the performance of the Wilshire 5000 Index SM before the deduction of index fund expenses. The fund invests at least 80% of its assets in the equity securities of companies included in the index that are representative of the index. The managers may use enhanced “stratified sampling” techniques in an attempt to replicate the performance of the index. The fund normally holds stocks representing at least 90% of the total market value of the index.
General
Security Type Mutual Fund
Oldest Share Symbol WINDX
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index Russell 1000 TR USD
Prospectus Objective Growth
Fund Owner Firm Name Wilshire Mutual Funds
Prospectus Benchmark Index
Wilshire 5000 Total Mkt TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Thomas Stevens 20.10 yrs
Daniel Allen 11.25 yrs
Hal Reynolds 11.25 yrs
Daniel Arche 1.00 yrs

Net Fund Flows Versus Category

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: --
-- Category Low
-- Category High
1 Year
% Rank: 46
-8.103M
-22.34B Category Low
40.52B Category High
3 Months
% Rank: --
-- Category Low
-- Category High
3 Years
% Rank: --
-- Category Low
-- Category High
6 Months
% Rank: --
-- Category Low
-- Category High
5 Years
% Rank: --
-- Category Low
-- Category High
YTD
% Rank: --
-- Category Low
-- Category High
10 Years
% Rank: --
-- Category Low
-- Category High
As of April 30, 2022

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of May 13, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2015
2016
2017
2018
2019
2020
2021
YTD
0.08%
12.51%
20.20%
-5.60%
29.74%
19.93%
25.59%
-16.02%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-15.12%
1.61%
3.27%
25.20%
-3.65%
16.44%
30.78%
27.39%
4.77%
0.93%
11.50%
21.89%
-4.59%
31.23%
20.89%
26.87%
-16.44%
-9.25%
6.22%
11.46%
-11.50%
33.26%
7.57%
23.57%
-17.53%
-0.41%
10.10%
18.57%
-5.83%
25.87%
19.38%
23.43%
-16.26%
As of May 13, 2022.

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (5-13-22) 0.90%
30-Day SEC Yield (9-30-16) Upgrade
7-Day SEC Yield (9-30-16) Upgrade
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 20.99
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of March 31, 2022

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of March 31, 2022

Asset Allocation

As of March 31, 2022.
Type % Net % Long % Short
Cash 2.76% Upgrade Upgrade
Stock 97.24% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Top 10 Holdings

Name % Weight Price % Change
Apple Inc 6.43% 146.94 -0.12%
Microsoft Corp 5.03% 264.47 1.28%
Amazon.com Inc 3.40% 2238.58 -1.00%
Tesla Inc 2.11% 735.80 -4.39%
Alphabet Inc Class C 1.97% 2310.93 -0.83%
Alphabet Inc Class A 1.72% 2303.00 -0.78%
NVIDIA Corp 1.50% 175.57 -0.84%
Meta Platforms Inc Class A 1.10% 202.95 2.18%
Berkshire Hathaway Inc Class B 1.09% 310.92 0.18%
UnitedHealth Group Inc 1.08% 493.11 1.59%

Fees & Availability

Fees
Actual 12B-1 Fee Upgrade
Actual Management Fee Upgrade
Administration Fee --
Performance Fee --
Switching Fee --
Transaction Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Open to Existing Investors Yes
Minimum Initial Investment Upgrade
Minimum Subsequent Investment Upgrade

Basic Info

Investment Strategy
The investment seeks to replicate as closely as possible the performance of the Wilshire 5000 Index SM before the deduction of index fund expenses. The fund invests at least 80% of its assets in the equity securities of companies included in the index that are representative of the index. The managers may use enhanced “stratified sampling” techniques in an attempt to replicate the performance of the index. The fund normally holds stocks representing at least 90% of the total market value of the index.
General
Security Type Mutual Fund
Oldest Share Symbol WINDX
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index Russell 1000 TR USD
Prospectus Objective Growth
Fund Owner Firm Name Wilshire Mutual Funds
Prospectus Benchmark Index
Wilshire 5000 Total Mkt TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Thomas Stevens 20.10 yrs
Daniel Allen 11.25 yrs
Hal Reynolds 11.25 yrs
Daniel Arche 1.00 yrs

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (5-13-22) 0.90%
30-Day SEC Yield (9-30-16) Upgrade
7-Day SEC Yield (9-30-16) Upgrade
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 20.99
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of March 31, 2022

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of March 31, 2022

Fund Details

Key Dates
Inception Date 2/1/1999
Last Annual Report Date 12/31/2021
Last Prospectus Date 4/30/2022
Share Classes
WINDX Inst
Attributes
Enhanced Index Fund No
Index Fund Yes
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No

Top Portfolio Holders

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