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Wilshire Vit Global Allocation Fund (0P00003CZ3)

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19.080 +0.130    +0.69%
07/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 492.01M
Type:  Fund
Market:  United States
Issuer:  Wilshire Mutual Funds
Asset Class:  Equity
Wilshire VIT Global Allocation Fund 19.080 +0.130 +0.69%

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 52.740 52.740 0.000
Bonds 50.130 53.430 3.300
Convertible 0.310 0.310 0.000
Preferred 0.090 0.090 0.000
Other 10.320 10.320 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.199 15.875
Price to Book 2.185 2.342
Price to Sales 1.591 1.742
Price to Cash Flow 9.529 9.940
Dividend Yield 2.228 2.884
5 Years Earnings Growth 12.571 10.592

Sector Allocation

Name  Net % Category Average
Technology 23.970 18.812
Financial Services 16.760 15.100
Industrials 12.320 10.969
Healthcare 11.830 11.288
Consumer Cyclical 11.780 8.291
Communication Services 6.410 6.315
Consumer Defensive 4.930 7.753
Energy 4.280 7.071
Basic Materials 3.860 4.754
Utilities 2.010 5.339
Real Estate 1.840 7.145

Region Allocation

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

Top Holdings

Number of long holdings: 11

Number of short holdings: 1

Name ISIN Weight % Last Change %
Wilshire International Equity Instl - 23.52 - -
Wilshire Income Opportunities Instl - 21.04 - -
Wilshire Large Company Value Instl - 16.80 - -
Wilshire Large Company Growth Instl - 15.41 - -
Vanguard Total Intl Bd Idx Institutional - 14.03 - -
Vanguard Mega Cap Index Institutional - 2.06 - -
Fidelity Emerging Markets Idx - 2.00 - -
Vanguard Long-Term Bond Index Admiral - 1.98 - -
Wilshire Small Company Value Instl - 1.61 - -
Wilshire Small Company Growth Instl - 1.55 - -

Top Equity Funds by Wilshire Mutual Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wilshire 5000 Index Invmt 231.53M 19.81 9.92 12.26
  Wilshire International Equity Instl 218.51M -0.29 2.29 5.49
  Wilshire Large Company Growth Instl 181.14M 3.83 7.60 13.04
  Wilshire Large Company Value Instl 170.5M 0.20 9.58 7.53
  Wilshire 5000 Index Portfolio Class 60.24M 20.01 10.12 12.55
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