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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 56.940 | 56.940 | 0.000 |
Bonds | 44.220 | 48.740 | 4.520 |
Convertible | 0.220 | 0.220 | 0.000 |
Preferred | 0.200 | 0.200 | 0.000 |
Other | 9.840 | 9.840 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.823 | 16.782 |
Price to Book | 2.406 | 2.640 |
Price to Sales | 1.610 | 1.937 |
Price to Cash Flow | 9.707 | 10.486 |
Dividend Yield | 2.120 | 2.594 |
5 Years Earnings Growth | 9.365 | 9.663 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.580 | 18.869 |
Financial Services | 17.020 | 18.020 |
Industrials | 12.230 | 11.670 |
Consumer Cyclical | 11.540 | 9.779 |
Healthcare | 11.170 | 10.708 |
Communication Services | 8.850 | 7.149 |
Consumer Defensive | 5.260 | 7.199 |
Basic Materials | 3.700 | 4.023 |
Energy | 3.060 | 4.898 |
Utilities | 2.530 | 3.601 |
Real Estate | 2.060 | 5.100 |
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 | - | 19.07 | - | - | |
Wilshire Income Opportunities Instl | - | 18.54 | - | - | |
Wilshire Large Company Value Instl | - | 17.36 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 13.61 | - | - | |
Vanguard Mega Cap Index Institutional | - | 2.94 | - | - | |
Vanguard Long-Term Bond Index Admiral | - | 1.88 | - | - | |
Fidelity Emerging Markets Idx | - | 1.55 | - | - | |
Wilshire Small Company Value Instl | - | 1.45 | - | - | |
Wilshire Small Company Growth Instl | - | 1.43 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wilshire 5000 Index Invmt | 232.02M | 26.45 | 9.95 | 12.30 | ||
Wilshire International Equity Instl | 222.44M | 4.93 | 3.49 | 6.86 | ||
Wilshire Large Company Growth Instl | 195.99M | 36.31 | 10.06 | 14.79 | ||
Wilshire Large Company Value Instl | 159.79M | 21.04 | 9.39 | 8.18 | ||
Wilshire 5000 Index Portfolio Class | 59.27M | 26.72 | 10.18 | 12.59 |
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