Wilshire ESG - Aggressive Growth (S:0P0001JOQ0)
17.79
+0.08
(+0.48%)
USD |
Oct 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 |
| Broad Category | None |
| Global Peer Group | None |
| Peer Group | None |
| Global Macro | None |
| US Macro | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of December 17, 2025.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Brown Advisory Sustainable Growth Fund Inst | 17.00% | 45.64 | 0.02% |
| Franklin ClearBridge Enhanced Income ETF | 17.00% | 54.25 | -0.09% |
| iShares ESG Aware MSCI EAFE ETF | 16.00% | 93.34 | -0.82% |
| DFA International Sustainability Core 1 Portfolio | 16.00% | 15.87 | -0.31% |
| iShares ESG MSCI USA Leaders ETF | 8.50% | 118.72 | -1.43% |
| Boston Trust Walden Midcap Fund | 8.50% | 22.58 | -7.19% |
| DFA Emerging Mrkts Sustainability Core 1 Port Inst | 5.00% | 11.40 | -1.04% |
| iShares ESG Aware MSCI EM ETF | 5.00% | 42.52 | -0.72% |
| iShares ESG Aware MSCI USA Small-Cap ETF | 2.50% | 46.06 | -0.54% |
| Boston Walden Trust Small Cap Fund | 2.50% | 16.90 | -4.84% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Administrative Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Trustee 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 |
| Broad Category | None |
| Global Peer Group | None |
| Peer Group | None |
| Global Macro | None |
| US Macro | 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 | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Last Annual Report Date | -- |
| Last Prospectus Date | -- |
| Attributes | |
| Index Fund | -- |
| Inverse Fund | No |
| Leveraged Fund | No |
| Fund of Funds | -- |
| Currency Hedged Fund | No |
| Synthetic Replication Fund | No |