Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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 Funds List
Share Class Type
1 to 14 of 14 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Wilshire International Equity Instl | WLTTX | Foreign Large Blend | 4.86% | 23 | 1.250% | High | Institutional | $250,000 | ||
| Wilshire International Equity Invmt | WLCTX | Foreign Large Blend | 4.70% | 25 | 1.500% | High | No Load | $2,500 | ||
| Wilshire 5000 Index Instl | WINDX | Large Blend | 6.74% | 62 | 0.360% | Low | Institutional | $250,000 | ||
| Wilshire 5000 Index Invmt | WFIVX | Large Blend | 6.64% | 64 | 0.580% | Below Average | No Load | $1,000 | ||
| Wilshire Large Company Growth Instl | WLCGX | Large Growth | 10.51% | 24 | 1.000% | High | Institutional | $250,000 | ||
| Wilshire Large Company Growth Invmt | DTLGX | Large Growth | 10.40% | 25 | 1.300% | High | No Load | $2,500 | ||
| Wilshire Small Company Growth Instl | WSMGX | Small Growth | −0.51% | 80 | 1.090% | High | Institutional | $250,000 | ||
| Wilshire Small Company Growth Invmt | DTSGX | Small Growth | −0.62% | 81 | 1.340% | High | No Load | $2,500 | ||
| Wilshire Small Company Value Instl | WSMVX | Small Value | −1.18% | 72 | 1.100% | High | Institutional | $250,000 | ||
| Wilshire Small Company Value Invmt | DTSVX | Small Value | −1.21% | 72 | 1.350% | High | No Load | $2,500 | ||
| Wilshire Income Opportunities Instl | WIOPX | Multisector Bond | — | −1.26% | 83 | 0.910% | High | Institutional | $250,000 | |
| Wilshire Large Company Value Instl | WLCVX | Large Value | 6.38% | 43 | 1.000% | High | Institutional | $250,000 | ||
| Wilshire Large Company Value Invmt | DTLVX | Large Value | 6.26% | 45 | 1.290% | High | No Load | $2,500 | ||
| Wilshire Income Opportunities Invest | WIORX | Multisector Bond | — | −1.42% | 86 | 1.160% | High | No Load | $2,500 |
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
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank