Wilshire Premier+Allocation-Aggrsv Gr (S:0P0000Y7WV)
33.04
+0.29
(+0.90%)
USD |
Dec 31 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 14, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Wilshire International Equity Fund Institutional | 32.50% | 12.22 | -0.24% |
| Wilshire Large Company Growth Portfolio Inst | 16.50% | 54.44 | -0.22% |
| Wilshire Large Company Value Portfolio Inst | 16.50% | 22.45 | -0.31% |
| Fidelity 500 Index Fund | 6.00% | 241.94 | -0.19% |
| FS Multi-Strategy Alternatives Fund I | 4.50% | 11.21 | 0.18% |
| iShares MSCI Global Min Vol Factor ETF | 4.00% | 119.41 | -0.57% |
| Principal Global Real Estate Securities Fund Inst | 4.00% | 9.74 | 0.31% |
| iShares Bloomberg Roll Select Commodity Strategy | 4.00% | 50.97 | 0.57% |
| Fidelity Emerging Markets Index Fund | 3.50% | 14.37 | -0.42% |
| Wilshire Small Company Growth Portfolio Inst | 2.50% | 23.37 | -0.21% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |