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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 57.420 | 57.420 | 0.000 |
Bonds | 42.580 | 46.510 | 3.930 |
Convertible | 0.160 | 0.160 | 0.000 |
Preferred | 0.270 | 0.270 | 0.000 |
Other | 9.840 | 9.840 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.736 | 17.407 |
Price to Book | 2.525 | 2.706 |
Price to Sales | 1.696 | 1.970 |
Price to Cash Flow | 10.082 | 10.745 |
Dividend Yield | 2.033 | 2.550 |
5 Years Earnings Growth | 9.681 | 9.378 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.300 | 19.598 |
Financial Services | 16.890 | 17.981 |
Industrials | 12.770 | 11.901 |
Consumer Cyclical | 11.140 | 9.752 |
Healthcare | 10.250 | 10.188 |
Communication Services | 9.470 | 7.289 |
Consumer Defensive | 5.080 | 7.040 |
Basic Materials | 3.710 | 4.015 |
Energy | 2.910 | 4.815 |
Utilities | 2.630 | 3.514 |
Real Estate | 1.860 | 4.967 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wilshire International Equity Instl | - | 22.06 | - | - | |
Wilshire Large Company Growth Instl | - | 19.66 | - | - | |
Wilshire Income Opportunities Instl | - | 18.16 | - | - | |
Wilshire Large Company Value Instl | - | 17.50 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 13.31 | - | - | |
Vanguard Mega Cap Index Institutional | - | 3.01 | - | - | |
Vanguard Long-Term Bond Index Admiral | - | 1.89 | - | - | |
Fidelity Emerging Markets Idx | - | 1.57 | - | - | |
Wilshire Small Company Value Instl | - | 1.48 | - | - | |
Wilshire Small Company Growth Instl | - | 1.45 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wilshire 5000 Index Invmt | 233.16M | 26.45 | 9.95 | 12.30 | ||
Wilshire International Equity Instl | 223.76M | 4.93 | 3.49 | 6.86 | ||
Wilshire Large Company Growth Instl | 198.15M | 36.31 | 10.06 | 14.79 | ||
Wilshire Large Company Value Instl | 160.38M | 21.04 | 9.39 | 8.18 | ||
Wilshire 5000 Index Portfolio Class | 59.48M | 26.72 | 10.18 | 12.59 |
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