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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1023 | 1020 | 1119 | 1026 | 1306 | 1661 |
Fund Return | 2.33% | 1.98% | 11.86% | 0.86% | 5.49% | 5.2% |
Place in category | 11 | 11 | 7 | 20 | 18 | 7 |
% in Category | 33 | 41 | 15 | 52 | 28 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wilshire International Equity Instl | 226.21M | -0.29 | 2.29 | 5.49 | ||
Wilshire 5000 Index Invmt | 206.66M | 6.35 | 9.65 | 11.52 | ||
Wilshire Large Company Growth Instl | 175.8M | 3.83 | 7.60 | 13.04 | ||
Wilshire Large Company Value Instl | 164.6M | 0.20 | 9.58 | 7.53 | ||
Wilshire 5000 Index Portfolio Class | 53.37M | 6.42 | 9.89 | 11.81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 61.01B | 0.77 | 2.87 | 4.84 | ||
First Eagle Global I | 34.58B | 4.52 | 4.88 | 6.53 | ||
American Funds Capital Income Bld | 16.47B | 0.87 | 3.21 | 5.17 | ||
American Funds Global Balanced R6 | 15.91B | 0.74 | 1.26 | 4.67 | ||
First Eagle Global A | 14.44B | 4.44 | 4.63 | 6.26 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wilshire International Equity Instl | - | 23.87 | - | - | |
Wilshire Income Opportunities Instl | - | 20.70 | - | - | |
Wilshire Large Company Value Instl | - | 16.67 | - | - | |
Wilshire Large Company Growth Instl | - | 16.02 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 13.64 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Neutral | Strong Buy | BUY |
Summary | Neutral | Strong Buy | Buy |
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