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Wilshire Vit Global Allocation Fund (0P00003CZ3)

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19.080 +0.130    +0.69%
07/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Wilshire Mutual Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 492.01M
Wilshire VIT Global Allocation Fund 19.080 +0.130 +0.69%

0P00003CZ3 Overview

 
Find basic information about the Wilshire Vit Global Allocation Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00003CZ3 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change20.09%
Prev. Close18.95
Risk Rating
TTM Yield1.13%
ROE24.20%
IssuerWilshire Mutual Funds
Turnover0%
ROA10.66%
Inception DateOct 31, 1989
Total Assets492.01M
Expenses0.44%
Min. InvestmentN/A
Market Cap67.6B
CategoryWorld Allocation
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Wilshire Vit Global Allocation Fund Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1128 1056 1236 1119 1436 1818
Fund Return 12.84% 5.57% 23.64% 3.81% 7.51% 6.16%
Place in category 22 36 22 19 16 8
% in Category 27 57 25 50 26 16

Top Equity Funds by Wilshire Mutual Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wilshire 5000 Index Invmt 231.53M 19.81 9.92 12.26
  Wilshire International Equity Instl 218.51M -0.29 2.29 5.49
  Wilshire Large Company Growth Instl 181.14M 3.83 7.60 13.04
  Wilshire Large Company Value Instl 170.5M 0.20 9.58 7.53
  Wilshire 5000 Index Portfolio Class 60.24M 20.01 10.12 12.55

Top Funds for World Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Capital Income Bldr 64B 11.50 5.15 5.60
  First Eagle Global I 37.74B 16.17 7.37 7.69
  American Funds Capital Income Bld 17.83B 11.79 5.49 5.93
  American Funds Global Balanced R6 15.77B 8.40 2.39 5.24
  First Eagle Global A 15.36B 15.95 7.12 7.41

Top Holdings

Name ISIN Weight % Last Change %
Wilshire International Equity Instl - 23.52 - -
Wilshire Income Opportunities Instl - 21.04 - -
Wilshire Large Company Value Instl - 16.80 - -
Wilshire Large Company Growth Instl - 15.41 - -
Vanguard Total Intl Bd Idx Institutional - 14.03 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy BUY Strong Buy
Summary Strong Buy Buy Strong Buy
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