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 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 Shares | WLCTX | Foreign Large Blend | 12.07% | 32 | 1.500% | High | No Load | $1,000 | ||
| Wilshire Small Company Value Fund Class Institutional | WSMVX | Small Value | 22.54% | 23 | 1.100% | High | Institutional | $250,000 | ||
| Wilshire Large Company Growth Portfolio Investment Class Shares | DTLGX | Large Growth | 1.43% | 64 | 1.300% | High | No Load | $1,000 | ||
| Wilshire Large Company Growth Portfolio Fund Class Institutional | WLCGX | Large Growth | 1.72% | 61 | 1.000% | High | Institutional | $250,000 | ||
| Wilshire International Equity Fund Institutional Class Shares | WLTTX | Foreign Large Blend | 12.33% | 28 | 1.250% | High | Institutional | $250,000 | ||
| Wilshire 5000 Index Portfolio Investment Class Shares | WFIVX | Large Blend | 11.33% | 52 | 0.560% | Below Average | No Load | $1,000 | ||
| Wilshire Large Company Value Portfolio Investment Class Shares | DTLVX | Large Value | 21.17% | 32 | 1.300% | High | No Load | $1,000 | ||
| Wilshire Large Company Value Portfolio Fund Class Institutional | WLCVX | Large Value | 21.56% | 28 | 1.000% | High | Institutional | $250,000 | ||
| Wilshire 5000 Index Portfolio Class Institutional | WINDX | Large Blend | 12.05% | 46 | 0.340% | Low | Institutional | $250,000 | ||
| Wilshire Small Company Value Portfolio Investment Class Shares | DTSVX | Small Value | 22.13% | 26 | 1.350% | High | No Load | $1,000 | ||
| Wilshire Small Company Growth Portfolio Investment Class Shares | DTSGX | Small Growth | 10.17% | 62 | 1.350% | High | No Load | $1,000 | ||
| Wilshire Small Company Growth Portfolio Fund Class Institutional | WSMGX | Small Growth | 10.47% | 61 | 1.100% | High | Institutional | $250,000 | ||
| Wilshire Income Opportunities Fund Institutional Class | WIOPX | Multisector Bond | — | −0.64% | 79 | 0.900% | High | Institutional | $250,000 | |
| Wilshire Income Opportunities Fund Investment Class | WIORX | Multisector Bond | — | −0.81% | 83 | 1.150% | High | No 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
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States