Wilshire Active Equity Income (S:0P0001LWRC)
17.87
+0.53
(+3.08%)
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 07, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| ClearBridge Global Infrastructure Income Fund IS | 14.00% | 17.00 | -0.06% |
| JPMorgan Equity Premium Income ETF | 14.00% | 56.29 | -0.72% |
| BlackRock High Equity Income Fund Institutional | 10.00% | 29.17 | 0.45% |
| Vanguard High Dividend Yield Index Fund ETF | 10.00% | 148.53 | -0.11% |
| Vanguard Internatl High Div Yield Index Fund ETF | 10.00% | 94.35 | -1.04% |
| Invesco Global Real Estate Income Fund Y | 10.00% | 8.43 | 0.00% |
| PIMCO RAE PLUS International Fund Inst | 8.00% | 9.82 | 0.20% |
| PIMCO StocksPLUS International Fd (Uh) Inst | 8.00% | 13.55 | 0.15% |
| PIMCO RAE PLUS Fund Institutional | 6.00% | 23.14 | 0.70% |
| PIMCO StocksPLUS Absolute Return Fund Inst | 6.00% | 12.17 | 0.50% |
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 | -- |