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Wilshire International Equity Invmt WLCTX

Medalist Rating as of | See Wilshire Investment Hub
  • NAV / 1-Day Return 11.32  /  +0.44 %
  • Total Assets 228.0 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 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.

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

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