WIORX – Wilshire Income Opportunities Invest Investment Strategy | Morningstar

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Strategy

The investment seeks to maximize current income; long-term capital appreciation is a secondary objective. Under normal market conditions, the fund seeks to achieve its investment objectives by investing at least 80% of its total assets in a portfolio of income producing securities of varying maturities across a variety of fixed income securities. Derivative investments that provide exposure to debt securities or have similar economic characteristics to the income securities in which the Portfolio invests may be used to satisfy the income fund’s 80% policy.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
WIORX	Wilshire Income Opportunities Fund Investment Class	No Load	Open			Mar 30, 2016	$154,473.00	1.150%	High	$1,000	−$20,682.79
WIOPX	Wilshire Income Opportunities Fund Institutional Class	Institutional	Open			Mar 30, 2016	$190.75M	0.900%	High	$250,000	$9.06M

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