Morningstar

Wilshire Mutual Funds

View all of Wilshire’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Wilshire Mutual Funds List

1 to 14 of 14 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Wilshire International Equity Fund Investment Class SharesWLCTXForeign Large Blend
11.99%201.500%HighNo Load$1,000
Wilshire Large Company Growth Portfolio Investment Class SharesDTLGXLarge Growth
3.99%621.300%HighNo Load$1,000
Wilshire Small Company Value Fund Class InstitutionalWSMVXSmall Value
21.08%191.100%HighInstitutional$250,000
Wilshire Small Company Value Portfolio Investment Class SharesDTSVXSmall Value
20.71%221.350%HighNo Load$1,000
Wilshire International Equity Fund Institutional Class SharesWLTTXForeign Large Blend
12.16%181.250%HighInstitutional$250,000
Wilshire Large Company Growth Portfolio Fund Class InstitutionalWLCGXLarge Growth
4.28%591.000%HighInstitutional$250,000
Wilshire 5000 Index Portfolio Investment Class SharesWFIVXLarge Blend
12.10%530.560%Below AverageNo Load$1,000
Wilshire 5000 Index Portfolio Class InstitutionalWINDXLarge Blend
12.34%490.340%LowInstitutional$250,000
Wilshire Large Company Value Portfolio Investment Class SharesDTLVXLarge Value
19.28%331.300%HighNo Load$1,000
Wilshire Large Company Value Portfolio Fund Class InstitutionalWLCVXLarge Value
19.63%301.000%HighInstitutional$250,000
Wilshire Small Company Growth Portfolio Investment Class SharesDTSGXSmall Growth
8.26%451.350%HighNo Load$1,000
Wilshire Income Opportunities Fund Institutional ClassWIOPXMultisector Bond—−0.76%760.900%HighInstitutional$250,000
Wilshire Small Company Growth Portfolio Fund Class InstitutionalWSMGXSmall Growth
8.53%421.100%HighInstitutional$250,000
Wilshire Income Opportunities Fund Investment ClassWIORXMultisector Bond—−0.92%801.150%HighNo Load$1,000

Wilshire Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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