Morningstar

Wilshire Income Opportunities Fund Investment Class WIORX

Morningstar Medalist Rating
Medalist Rating as of | See Wilshire Investment Hub
  • NAV / 1-Day Return 8.62  /  0.00
  • Total Assets 190.9M
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 4.37%
  • Effective Duration —

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:57 AM GMT+0

Morningstar’s Analysis WIORX

Will WIORX 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 WIORX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WIORX 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 WIORX’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 Invest 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
Rated on Published on

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Portfolio Holdings WIORX

More WIORX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 62.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future Dec 26

36.15 63M
Government

5 Year Treasury Note Future Dec 26

20.92 36M
Government

US Treasury Bond Future Dec 26

3.92 7M
Government

Voya VACS Series Hyb

2.71 5M
—

US BANK MMDA - USBGFS 7

2.52 4M
Cash and Equivalents

EUR/USD FWD 20260916 Purchased

2.07 4M
Derivative

United States Treasury Bills 0%

2.01 3M
Government

Ultra 10 Year US Treasury Note Future Dec 26

1.93 3M
Government

Federal National Mortgage Association 6%

1.44 3M
Securitized

United States Treasury Notes 2.75%

1.42 2M
Government

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