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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 51.150 | 51.150 | 0.000 |
Bonds | 49.690 | 54.390 | 4.700 |
Convertible | 0.310 | 0.310 | 0.000 |
Preferred | 0.180 | 0.180 | 0.000 |
Other | 11.180 | 11.190 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.796 | 16.255 |
Price to Book | 2.250 | 2.505 |
Price to Sales | 1.538 | 1.840 |
Price to Cash Flow | 9.241 | 10.196 |
Dividend Yield | 2.211 | 2.791 |
5 Years Earnings Growth | 11.503 | 10.296 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.550 | 18.641 |
Financial Services | 17.610 | 15.940 |
Industrials | 13.470 | 11.009 |
Consumer Cyclical | 12.500 | 8.902 |
Healthcare | 10.850 | 10.758 |
Communication Services | 7.300 | 6.958 |
Consumer Defensive | 4.600 | 7.490 |
Basic Materials | 3.540 | 4.245 |
Energy | 3.500 | 6.477 |
Utilities | 2.240 | 5.096 |
Real Estate | 1.840 | 6.821 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wilshire International Equity Instl | - | 23.59 | - | - | |
Wilshire Income Opportunities Instl | - | 21.39 | - | - | |
Wilshire Large Company Value Instl | - | 16.64 | - | - | |
Wilshire Large Company Growth Instl | - | 15.26 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 14.13 | - | - | |
Vanguard Mega Cap Index Institutional | - | 1.98 | - | - | |
Fidelity Emerging Markets Idx | - | 1.97 | - | - | |
Vanguard Long-Term Bond Index Admiral | - | 1.96 | - | - | |
Wilshire Small Company Value Instl | - | 1.52 | - | - | |
Wilshire Small Company Growth Instl | - | 1.47 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wilshire 5000 Index Invmt | 199.88M | 26.45 | 9.95 | 12.30 | ||
Wilshire International Equity Instl | 198.67M | 4.93 | 3.49 | 6.86 | ||
Wilshire Large Company Growth Instl | 163.32M | 36.31 | 10.06 | 14.79 | ||
Wilshire Large Company Value Instl | 145.91M | 21.04 | 9.39 | 8.18 | ||
Wilshire 5000 Index Portfolio Class | 51.01M | 26.72 | 10.18 | 12.59 |
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