Wilshire Large Company Growth Instl

The investment seeks to provide investment results of a portfolio of publicly traded common stocks of companies in the applicable sub-category of the Wilshire 5000 IndexSM.
The fund focuses on the large company growth segment of the U.S. equity market. The fund invests substantially all of its assets in common stock of companies with larger market capitalizations-generally greater than $10 billion at the time of purchase. The fund invests in companies that historically have above average earnings or sales growth and retention of earnings, often such companies have above average price to earnings ratios.

Key stats

Management firm  Wilshire Mutual Funds
Domicile  United States
Fund Administrator  SEI Investments Global Funds Services
Global Branding Name  Wilshire
Fund currency  USD
Launch Date  1996-07-15
ISIN  US9718975090
SEDOL  B3ZL912
Manager 1 Name  Thomas Kamp
Manager 2 Name  Thomas Stevens
Fund Strategy  Large Growth
Benchmark  Russell 1000 Growth TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-11-30
Return - 1 Month  2.49%
Return - 2 Months  5.45 %
Return - 3 Months  2.95%
Return - 6 Months  9.47 %
Return - 9 months  7.61 %
Return - 12 Months  12.64%
Annualized return 24 months  19.81 %
Annualized return 36 months  17.54 %
Annualized return 48 months  14.17 %
Annualized return 60 months  14.74 %
Return 120 months  7.72 %
Annualized return since Inception  8.65%
Return YTD  9.50%

Ratings

Morning Star Rating Date   2014-11-30
Morning Star Rating - 36 Months  fund has a 2 star rating fund has a 2 star rating
Morning Star Rating - 60 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - 120 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - Overall  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating

Charges

Initial  0.00 %
Minimum Investment  $250,000
Maximum Managment Charge  0.75 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  Wilshire Mutual Funds
Contact Address 2  1299 Ocean Avenue, Suite 700
Contact Address 3  King Of Prussia, PA
Contact city  King Of Prussia
Contact country  United States
Fund Admin Group  Wilshire Mutual Funds
Web Address  www.wilfunds.com
Custodian  Northern Trust Company
Phone  +1 8882006796

Price

Last Price Date  2014-12-24
Pre-tax nav  40.93
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $0.06
Price change (percentage)  0.15 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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For fund additions and/or data corrections please contact dataquestions@morningstar.com

Ratings Disclaimer

© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
For fund additions and/or data corrections please contact dataquestions@morningstar.com

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