Wilshire ESG - Moderate (S:0P0001JOPY)
15.38
+0.25
(+1.64%)
USD |
Feb 28 2026
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 April 01, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Nuveen Core Impact Bond Fund I | 21.50% | 9.03 | 0.11% |
| iShares ESG Aware US Aggregate Bond ETF | 15.00% | 47.55 | 0.23% |
| Brown Advisory Sustainable Growth Fund Inst | 11.00% | 40.31 | 3.28% |
| Franklin ClearBridge Enhanced Income ETF | 11.00% | 53.99 | 1.44% |
| iShares ESG Aware MSCI EAFE ETF | 7.00% | 95.62 | 3.29% |
| DFA International Sustainability Core 1 Portfolio | 7.00% | 15.87 | 3.19% |
| iShares ESG MSCI USA Leaders ETF | 5.50% | 113.60 | 3.05% |
| Boston Trust Walden Midcap Fund | 5.50% | 21.89 | 1.62% |
| iShares ESG Aware USD Corporate Bond ETF | 4.50% | 23.14 | 0.58% |
| Vanguard Cash Reserves Federal Money Market Fd Adm | 2.00% | 1.00 | 0.00% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
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 | -- |