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
  • $14.2
    +0.12
  • 52 Week HL
  • $14.2 - $10.14
  • 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

  • Annual Reports

Performance
15.7 % YTD

  • 3 Year
  • 53.65%
  • 5 Year
  • 63.2%
  • Best
  • 25.92%
    2017
  • Worst
  • -38.24%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
WLTTX 0%16%29%-6%19%8%-1%14%29%13%0%
S&P 500 18%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 5.7% -24% 9.6% 0.5% 7.5% 0.7% 4% -0.6% 9.7% 11.7% -
Q2 6.1% 21.3% 2.4% -1.2% 6.1% -0.2% 0.5% 3.4% -4.4% -4.4% -
Q3 3.2% 7.4% -1.8% 3.4% 5.6% 5% -9.5% -6.1% 6.6% 5.9% -
Q4 - 10.2% 8.6% -12.9% 4.5% -3.1% 4.2% -2.8% 6.1% -0.8% -

Returns +
M

J F M A M J J A S O N D
2021 0.3% 2.8% 2.5% 3.3% 3.1% -0.4% 0.2% 1.8% 1.2% - - -
2020 -3.3% -6.4% -16.1% 8.9% 6.1% 5% 4.8% 5.4% -2.7% -1.9% 13.1% -0.7%

Annual Return

Index Comparison

Alpha

NAV