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Morningstar

Wilshire International Equity Instl WLTTX

Morningstar Analyst Rating
Quantitative rating as of | See Wilshire Investment Hub
  • NAV / 1-Day Return 10.03  /  0.60 %
  • Total Assets 233.6 Mil
  • Adj. Expense Ratio
    0.900%
  • 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 0.00
  • Turnover 53%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 1:41 AM GMT+00:00

Morningstar’s Analysis WLTTX

Will WLTTX outperform in 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.

Summary

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The combination of an Average People Pillar rating and a Low Process Pillar rating limit Wilshire International Equity Instl to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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