Morningstar

Wilshire International Equity Fund Institutional Class Shares WLTTX

Morningstar Medalist Rating
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Medalist Rating as of See Wilshire Investment Hub
  • NAV / 1-Day Return $13.19  /  −1.42 %
  • Fund Size $238.5M
  • Adjusted Expense Ratio 1.250%
  • Net Expense Ratio 1.250%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $250,000
  • Investment Status Open
  • TTM Yield 2.50%
  • Turnover Ratio 54%
NAV and 1-Day Return as of

Morningstar’s Analysis WLTTX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Wilshire International Equity Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings WLTTX

More WLTTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MS_TRS_MSCI EMERGING NET TOTAL RETURN USD INDEX-03-29-27

11.88 29M
—

GS_TRS_MSCI EMERGING NET TOTAL RETURN USD INDEX-03-31-27

5.81 14M
—

US BANK MMDA - USBGFS 7

5.67 14M
Cash and Equivalents

Taiwan Semiconductor Manufacturing Co Ltd

3.79 9M
Technology

Voya VACS Series SC

1.97 5M
—

Siemens Energy AG Ordinary Shares

1.59 4M
Industrials

Rolls-Royce Holdings PLC

1.45 3M
Industrials

Samsung Electronics Co Ltd

1.40 3M
Technology

Seagate Technology Holdings PLC

1.26 3M
Technology

SK hynix Inc

1.17 3M
Technology

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