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.
Wilshire Income Opportunities Fund Investment Class WIORX
- NAV / 1-Day Return 9.05 / +0.11 %
- Total Assets 179.1M
-
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 4.38%
- Effective Duration —
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 1:35 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.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 62.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
2 Year Treasury Note Future June 26 | 30.33 | 54M | Government |
5 Year Treasury Note Future June 26 | 27.43 | 49M | Government |
US Treasury Bond Future June 26 | 4.00 | 7M | Government |
EUR/USD FWD 20260617 Purchased | 3.08 | 6M | Derivative |
Voya VACS Series Hyb | 2.58 | 5M | — |
US BANK MMDA - USBGFS 7 | 2.06 | 4M | Cash and Equivalents |
United States Treasury Bills 0% | 1.92 | 3M | Government |
United States Treasury Bonds 1.38% | 1.67 | 3M | Government |
Federal National Mortgage Association 6% | 1.48 | 3M | Securitized |
EUR/CAD FWD 20260521 Purchased | 1.41 | 3M | Derivative |
United States