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Wilshire International Equity Instl WLTTX

Medalist Rating as of | See Wilshire Investment Hub
  • NAV / 1-Day Return 11.41  /  −0.78 %
  • Total Assets 223.2 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • 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 2.70%
  • Turnover 55%

USD | NAV as of Jul 20, 2024 | 1-Day Return as of Jul 20, 2024, 12:29 AM GMT+0

Morningstar’s Analysis WLTTX

Will WLTTX 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 Instl 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 highest quintile among peers.

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Portfolio Holdings WLTTX

  • 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

12.95 29.3 Mil

GS_TRS_MSCI EMERGING NET TOTAL RETURN USD INDEX

4.98 11.3 Mil

US BANK MMDA - USBGFS 7

4.91 11.1 Mil
Cash and Equivalents

Voya VACS Series SC

2.79 6.3 Mil

Novo Nordisk A/S Class B

2.25 5.1 Mil
Healthcare

Taiwan Semiconductor Manufacturing Co Ltd

1.76 4.0 Mil
Technology

Icon PLC

1.10 2.5 Mil
Healthcare

AstraZeneca PLC

1.09 2.5 Mil
Healthcare

Ferrari NV

1.09 2.5 Mil
Consumer Cyclical

BAE Systems PLC

1.08 2.4 Mil
Industrials