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.
Wilshire International Equity Invmt WLCTX
- NAV / 1-Day Return 11.32 / +0.44 %
- Total Assets 228.0 Mil
-
Adj. Expense Ratio
- 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 55%
USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 12:21 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.
People Pillar
Parent Pillar
- 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 | 12.59 | 28.0 Mil | — |
GS_TRS_MSCI EMERGING NET TOTAL RETURN USD INDEX | 4.89 | 10.9 Mil | — |
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