Wilshire Mutual Funds Mutual Funds List
Here you can find all mutual funds issued by Wilshire Mutual Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 7
- Avg. Expense Ratio
- 1.21%
- Avg. 1 Year Return
- 27.15%
- Avg. 5 Year Return
- 8.10%
- Median Risk/Return Score
- 57 / 100
Wilshire Mutual Funds Mutual Funds List
7 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Wilshire Large Company Growth Portfolio | Large Cap Growth Equities | Sep 30, 1992 | 1.30% | 10.26% | 17.00% | 23.50% | 35 | ||||||||
| Wilshire Large Company Value Portfolio | Large Cap Value Equities | Sep 30, 1992 | 1.30% | 9.05% | 9.62% | 9.57% | 57 | ||||||||
| Wilshire Small Company Growth Portfolio | Small Cap Growth Equities | Oct 1, 1992 | 1.35% | 17.39% | 9.15% | 0.00% | 38 | ||||||||
| Wilshire Small Company Value Portfolio | Small Cap Blend Equities | Sep 30, 1992 | 1.35% | 16.01% | 9.04% | 9.44% | 59 | ||||||||
| Wilshire 5000 Index Portfolio | Large Cap Blend Equities | Feb 1, 1999 | 0.54% | 11.30% | 14.05% | 8.06% | 68 | ||||||||
| Wilshire Income Opportunities Fund | Multisector Bonds | Mar 29, 2016 | 1.15% | 0.43% | — | 4.38% | 31 | ||||||||
| Wilshire International Equity Fund | Foreign Large Cap Equities | Nov 16, 2007 | 1.50% | 14.40% | 10.53% | 10.90% | 57 |
Explore top Wilshire Mutual Funds Mutual Fund Categories and Asset Classes
Wilshire Mutual Funds Equity Mutual fundsWilshire Mutual Funds Bond Mutual fundsWilshire Mutual Funds Foreign Large Cap Equities Mutual fundsWilshire Mutual Funds Large Cap Blend Equities Mutual fundsWilshire Mutual Funds Large Cap Growth Equities Mutual fundsWilshire Mutual Funds Large Cap Value Equities Mutual fundsWilshire Mutual Funds Multisector Bonds Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Wilshire Mutual Funds Mutual funds by Risk/Return Score
The top Wilshire Mutual Funds Mutual funds by PortfoliosLab Risk/Return Score are WFIVX (68) and DTSVX (59).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Wilshire 5000 Index Portfolio | 68 | — | Feb 1999 | |
| Wilshire Small Company Value Portfolio | 59 | — | Sep 1992 | |
| Wilshire Large Company Value Portfolio | 57 | — | Sep 1992 | |
| Wilshire International Equity Fund | 57 | — | Nov 2007 | |
| Wilshire Small Company Growth Portfolio | 38 | — | Oct 1992 |
Best-Performing Wilshire Mutual Funds Mutual funds Over 5 Years
The top Wilshire Mutual Funds Mutual funds is DTLGX (14.73%).
Across the lineup, Wilshire Mutual Funds Mutual funds show an average 1-year return of 27.15% and an average 5-year return of 8.10%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Wilshire Large Company Growth Portfolio | 14.73% | — | Sep 1992 | |
| Wilshire 5000 Index Portfolio | 12.43% | — | Feb 1999 | |
| Wilshire Large Company Value Portfolio | 9.32% | — | Sep 1992 | |
| Wilshire International Equity Fund | 8.75% | — | Nov 2007 | |
| Wilshire Small Company Value Portfolio | 8.11% | — | Sep 1992 |
Lowest-Cost Wilshire Mutual Funds Mutual funds
The top Wilshire Mutual Funds Mutual funds is WFIVX (0.54%).
With an average expense ratio of 1.21%, Wilshire Mutual Funds Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Wilshire 5000 Index Portfolio | 0.54% | — | Feb 1999 | |
| Wilshire Income Opportunities Fund | 1.15% | — | Mar 2016 | |
| Wilshire Large Company Growth Portfolio | 1.30% | — | Sep 1992 | |
| Wilshire Large Company Value Portfolio | 1.30% | — | Sep 1992 | |
| Wilshire Small Company Growth Portfolio | 1.35% | — | Oct 1992 |
Highest-Yield Wilshire Mutual Funds Mutual funds
The top Wilshire Mutual Funds Mutual funds is DTLGX (23.50%).
Across the lineup, Wilshire Mutual Funds Mutual funds show an average dividend yield of 9.41%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Wilshire Large Company Growth Portfolio | 23.50% | — | Sep 1992 | |
| Wilshire International Equity Fund | 10.90% | — | Nov 2007 | |
| Wilshire Large Company Value Portfolio | 9.57% | — | Sep 1992 | |
| Wilshire Small Company Value Portfolio | 9.44% | — | Sep 1992 | |
| Wilshire 5000 Index Portfolio | 8.06% | — | Feb 1999 |
Top Mutual funds Issuers
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
WFIVX vs. QLEIXWFIVX vs. VOOWFIVX vs. VTSAXWFIVX vs. VTWFIVX vs. ^GSPCDTLVX vs. VALAXDTLVX vs. FBLEXDTLVX vs. ACIIXDTLVX vs. RIDAXDTLVX vs. AVERXDTSGX vs. SPYDTSGX vs. CMCIXDTSGX vs. CTSIXDTSGX vs. HSPGXDTSGX vs. SSCPXDTLGX vs. SPYDTLGX vs. VOODTLGX vs. ONERXDTLGX vs. AMRGXDTLGX vs. BPTRXWIORX vs. AXSIXWIORX vs. CBLDXWIORX vs. DBSCXWIORX vs. JSVIXWIORX vs. RFXIXWLCTX vs. FSGEXWLCTX vs. FSKLXWLCTX vs. GSIMXWLCTX vs. FSOSXWLCTX vs. EPDIXDTSVX vs. SWSSXDTSVX vs. CSMDXDTSVX vs. VSCIXDTSVX vs. BOSOXDTSVX vs. DFISX