Wilshire Global ETF Alloc - Modrt Gr (S:0P0000Y83B)
27.27
+0.12
(+0.46%)
USD |
Nov 30 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 13, 2026.
*Indicates data for the year is incomplete.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Vanguard 500 Index Fund ETF | 31.00% | 637.74 | -0.25% |
| Vanguard Total Bond Market Index Fund ETF | 16.50% | 74.23 | 0.01% |
| Vanguard Developed Markets Index Fund ETF | 16.00% | 64.52 | -0.62% |
| Vanguard Extended Market Index Fund ETF | 5.50% | 218.80 | -0.19% |
| Vanguard Emerging Markets Stock Index Fund ETF | 5.50% | 55.93 | -0.64% |
| Vanguard Intermediate-Term Corp Bond Idx Fund ETF | 5.00% | 83.88 | 0.06% |
| Schwab US TIPS ETF | 4.00% | 26.57 | 0.04% |
| iShares Global REIT ETF | 3.50% | 25.28 | -0.24% |
| iShares Bloomberg Roll Select Commodity Strategy | 3.50% | 50.96 | 0.55% |
| iShares MSCI Global Min Vol Factor ETF | 3.00% | 119.51 | -0.49% |
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 | -- |