Mutual Funds - Profile

Wilshire International Equity Fund

INT > Multi-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The fund prefers a multi-manager investing approach with the aim of reducing volatility and downside risk.

The fund manages assets with the help of five sub-advisers namely WCM Investment Management, Los Angeles Capital Management and Equity Research, Inc., Pzena Investment Management, LLC, Lazard Asset Management LLC, and Voya Investment Management Co LLC.

The sub-advisers’ investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques More

Price

  • Last Close
  • $11.75
    +0.07
  • 52 Week HL
  • $14.38 - $11.15
  • Net Assets
  • $249.392 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Taiwan Semiconductor 1.55
POSCO 1.28
ASML Holding 1.25
Hon Hai 1.22
Rexel 1.21
Company Holding
Tencent Holdings 1.21
Aia Group 1.19
Canadian Pacific 1.17
HDFC Bank 1.16
Lvmh Moet 1.15
Total 12.39%

Documents

  • Prospectus
  • Annual Reports

Performance
-1.4 % YTD

  • 3 Year
  • 0.62%
  • 5 Year
  • 31.1%
  • Best
  • 25.54%
    2017
  • Worst
  • -38.44%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
WLCTX 0%29%16%29%-6%19%8%-1%14%29%13%
S&P 500 -4%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -1.5% 5.6% -24.1% 9.6% 0.4% 7.4% 0.6% 4% -0.6% 9.6% -
Q2 - 6% 21.3% 2.3% -1.2% 6.1% -0.3% 0.4% 3.3% -4.5% -
Q3 - 3.3% 7.3% -1.9% 3.3% 5.5% 4.9% -9.5% -6.1% 6.5% -
Q4 - -14.7% 10.2% 9% -13% 4.4% -3.1% 4.2% -2.9% 6.1% -

Returns +
M

J F M A M J J A S O N D
2022 -1.4% - - - - - - - - - - -
2021 0.3% 2.7% 2.4% 3.3% 3.1% -0.4% 0.2% 1.7% 1.3% -1.1% -5.7% -12.8%

Annual
Return

Index Comparison

Alpha

NAV