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Wilshire Vit Global Allocation Fund (0P00003CZ3)

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19.140 -0.020    -0.10%
29/01 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 487.14M
Type:  Fund
Market:  United States
Issuer:  Wilshire Mutual Funds
Asset Class:  Equity
Wilshire VIT Global Allocation Fund 19.140 -0.020 -0.10%

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 52.350 52.350 0.000
Bonds 49.180 53.040 3.860
Convertible 0.290 0.290 0.000
Preferred 0.140 0.140 0.000
Other 10.850 10.850 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 15.810 15.963
Price to Book 2.257 2.404
Price to Sales 1.628 1.817
Price to Cash Flow 10.264 10.239
Dividend Yield 2.275 2.830
5 Years Earnings Growth 12.487 10.517

Sector Allocation

Name  Net % Category Average
Technology 23.300 18.956
Financial Services 17.170 15.690
Industrials 12.760 10.888
Healthcare 11.570 10.985
Consumer Cyclical 11.520 8.484
Communication Services 6.930 6.763
Consumer Defensive 4.960 7.479
Basic Materials 3.570 4.327
Energy 3.420 6.601
Real Estate 2.440 7.043
Utilities 2.350 5.319

Region Allocation

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

Top Holdings

Number of long holdings: 12

Number of short holdings: 1

Name ISIN Weight % Last Change %
Wilshire International Equity Instl - 22.47 - -
Wilshire Income Opportunities Instl - 20.69 - -
Wilshire Large Company Value Instl - 17.01 - -
Wilshire Large Company Growth Instl - 16.39 - -
Vanguard Total Intl Bd Idx Institutional - 14.03 - -
Vanguard Mega Cap Index Institutional - 2.15 - -
Vanguard Long-Term Bond Index Admiral - 1.92 - -
Fidelity Emerging Markets Idx - 1.89 - -
Wilshire Small Company Value Instl - 1.69 - -
Wilshire Small Company Growth Instl - 1.65 - -

Top Equity Funds by Wilshire Mutual Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wilshire 5000 Index Invmt 231.98M 26.45 9.95 12.30
  Wilshire International Equity Instl 214.48M 9.63 3.00 6.24
  Wilshire Large Company Growth Instl 177.74M 36.31 10.06 14.79
  Wilshire Large Company Value Instl 163.9M 21.04 9.39 8.18
  Wilshire 5000 Index Portfolio Class 59.09M 26.72 10.18 12.59
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