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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 |
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 |
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 |
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 | - | - |
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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