Wilshire Small Company Value 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 invests substantially all of its assets in the common stock of companies with smaller market capitalizations-which is generally less than $3 billion at the time of purchase. It invests, generally, in companies with relatively low price to book value ratios, low price to earnings ratios and relatively high dividend yields (dividend yields for small companies are generally less than those of large companies).

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  US9718978060
Manager 1 Name  Thomas Stevens
Manager 2 Name  Phyllis Thomas
Fund Strategy  Small Value
Benchmark  Russell 2000 Value TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-06-30
Return - 1 Month  5.62%
Return - 2 Months  5.36 %
Return - 3 Months  2.82%
Return - 6 Months  3.90 %
Return - 9 months  16.00 %
Return - 12 Months  26.48%
Annualized return 24 months  28.21 %
Annualized return 36 months  16.51 %
Annualized return 48 months  19.95 %
Annualized return 60 months  21.34 %
Return 120 months  8.75 %
Annualized return since Inception  9.79%
Return YTD  3.90%

Ratings

Morning Star Rating Date   2014-06-30
Morning Star Rating - 36 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 60 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 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 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating

Charges

Initial  0.00 %
Minimum Investment  $250,000
Maximum Managment Charge  0.85 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  Wilshire Mutual Funds
Contact Address 2  1299 Ocean Avenue, Suite 700
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  1-888-200-6796

Price

Last Price Date  2014-07-23
Pre-tax nav  24.76
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  $-0.12
Price change (percentage)  -0.48 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

© 2011 - Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed (save (i) as incidentally necessary in the course of viewing it on-line (ii) in the course of printing off single copies of web pages on which it appears for the use of those authorised to view it on-line), or adapted in any way (3) is not warranted to be accurate, complete or timely. This Morningstar-sourced information is provided to you by GFM Ltd and is at your own risk. You agree that Morningstar and or GFM Ltd are not responsible for any damages or losses arising from any use of this information and that the information must not be relied upon by you the user without appropriate verification. GFM Ltd informs you as follows: (i) The information provided should not form the sole basis of any investment decision (ii) no investment decision should be made in relation to any of the information provided other than on the advice of a professional financial advisor; (iii) past performance is no guarantee of future results; and (iv) the value and income derived from investments can go down as well as up.
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

All our data is licensed from Morningstar UK Ltd. Important legal information