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Wilshire Vit Global Allocation Fund (0P00003CZ3)

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18.960 +0.070    +0.37%
22/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Wilshire Mutual Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 488.77M
Wilshire VIT Global Allocation Fund 18.960 +0.070 +0.37%

0P00003CZ3 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Wilshire VIT Global Allocation Fund (0P00003CZ3) fund. Our Wilshire VIT Global Allocation Fund portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Stocks 52.740 52.740 0.000
Bonds 50.130 53.430 3.300
Convertible 0.310 0.310 0.000
Preferred 0.090 0.090 0.000
Other 10.320 10.320 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.199 15.825
Price to Book 2.185 2.337
Price to Sales 1.591 1.742
Price to Cash Flow 9.529 9.946
Dividend Yield 2.228 2.884
5 Years Earnings Growth 12.571 10.574

Sector Allocation

Name  Net % Category Average
Technology 23.970 18.790
Financial Services 16.760 15.090
Industrials 12.320 11.025
Healthcare 11.830 11.262
Consumer Cyclical 11.780 8.366
Communication Services 6.410 6.286
Consumer Defensive 4.930 7.694
Energy 4.280 6.999
Basic Materials 3.860 4.772
Utilities 2.010 5.264
Real Estate 1.840 7.121

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 11

Number of short holdings: 1

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 - -
Vanguard Mega Cap Index Institutional - 2.06 - -
Fidelity Emerging Markets Idx - 2.00 - -
Vanguard Long-Term Bond Index Admiral - 1.98 - -
Wilshire Small Company Value Instl - 1.61 - -
Wilshire Small Company Growth Instl - 1.55 - -

Top Equity Funds by Wilshire Mutual Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wilshire 5000 Index Invmt 232.33M 19.81 9.92 12.26
  Wilshire International Equity Instl 213M -0.29 2.29 5.49
  Wilshire Large Company Growth Instl 181.3M 3.83 7.60 13.04
  Wilshire Large Company Value Instl 169.55M 0.20 9.58 7.53
  Wilshire 5000 Index Portfolio Class 60.65M 20.01 10.12 12.55
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