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Wilshire International Equity Invmt WLCTX

Medalist Rating as of | See Wilshire Investment Hub
  • NAV / 1-Day Return 11.07  /  +1.10 %
  • Total Assets 226.0 Mil
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.500%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 2.40%
  • Turnover 48%

USD | NAV as of Mar 02, 2024 | 1-Day Return as of Mar 02, 2024, 1:27 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.

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.

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Portfolio Holdings WLCTX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 26.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MS_TRS_MSCI EAFE NET TOTAL RETURN USD INDEX

12.66 27.5 Mil

GS_TRS_MSCI EMERGING NET TOTAL RETURN USD INDEX

4.78 10.4 Mil

US BANK MMDA - USBGFS 7

4.04 8.8 Mil
Cash and Equivalents

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Industrials

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Consumer Cyclical

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Consumer Cyclical

Atlassian Corp A

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Technology

BAE Systems PLC

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Industrials