Morningstar

Wilshire Income Opportunities Fund Institutional Class WIOPX

Morningstar Medalist Rating
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Medalist Rating as of See Wilshire Investment Hub
  • NAV / 1-Day Return $8.59  /  +0.59 %
  • Fund Size $192.4M
  • Adjusted Expense Ratio 0.900%
  • Net Expense Ratio 0.900%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Multisector Bond
  • Fixed-Income Style Box (Funds) —
  • Minimum Initial Investment $250,000
  • Investment Status Open
  • TTM Yield 4.81%
  • Average Effective Duration —
NAV and 1-Day Return as of

Morningstar’s Analysis WIOPX

Will WIOPX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WIOPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WIOPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WIOPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Wilshire Income Opportunities Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings WIOPX

More WIOPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 70.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future Dec 26

43.85 82M
Government

5 Year Treasury Note Future Dec 26

21.07 39M
Government

US BANK MMDA - USBGFS 7

4.68 9M
Cash and Equivalents

US Treasury Bond Future Dec 26

3.73 7M
Government

Voya VACS Series Hyb

2.47 5M
—

United States Treasury Bills 0%

2.18 4M
Government

Ultra 10 Year US Treasury Note Future Dec 26

1.60 3M
Government

United States Treasury Bills 0%

1.58 3M
Government

United States Treasury Notes 2.75%

1.32 2M
Government

Federal National Mortgage Association 6%

1.29 2M
Securitized

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