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Morningstar

Wilshire International Equity Invmt WLCTX

Morningstar Medalist Rating
Medalist Rating as of | See Wilshire Investment Hub
  • NAV / 1-Day Return 11.53  /  +1.23 %
  • Total Assets 219.7 Mil
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.500%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 2.30%
  • Turnover 55%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:16 AM GMT+0

Morningstar’s Analysis WLCTX

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

  • People Pillar

    The People Pillar is our evaluation of the WLCTX 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 WLCTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Wilshire International Equity Invmt to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WLCTX

More WLCTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MS_TRS_MSCI EAFE NET TOTAL RETURN USD INDEX

13.08 28.8 Mil
—

GS_TRS_MSCI EMERGING NET TOTAL RETURN USD INDEX

5.32 11.7 Mil
—

US BANK MMDA - USBGFS 7

3.86 8.5 Mil
Cash and Equivalents

Voya VACS Series SC

2.89 6.4 Mil
—

Novo Nordisk A/S Class B

2.41 5.3 Mil
Healthcare

Taiwan Semiconductor Manufacturing Co Ltd

2.13 4.7 Mil
Technology

AstraZeneca PLC

1.12 2.5 Mil
Healthcare

Icon PLC

1.09 2.4 Mil
Healthcare

ASM International NV

1.08 2.4 Mil
Technology

Ferrari NV

1.07 2.4 Mil
Consumer Cyclical