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Wilshire Vit Global Allocation Fund (0P00003CZ3)

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18.270 -0.050    -0.27%
14/06 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 484.24M
Wilshire VIT Global Allocation Fund 18.270 -0.050 -0.27%

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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Status

Name  Net %  Long %  Short %
Shares 53.760 53.760 0.000
Bonds 44.890 47.280 2.390
Convertible 0.280 0.280 0.000
Preferred 0.080 0.080 0.000
Other 9.890 9.890 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 15.752 15.427
Price to Book 2.146 2.221
Price to Sales 1.493 1.607
Price to Cash Flow 9.547 9.313
Dividend Yield 2.128 3.017
5 Years Earnings Growth 11.751 10.258

Sector Allocation

Name  Net % Category Average
Technology 23.290 17.694
Financial Services 16.590 15.025
Industrials 13.150 11.296
Consumer Cyclical 12.590 8.631
Healthcare 12.510 11.150
Communication Services 6.080 6.378
Consumer Defensive 4.590 7.808
Energy 4.240 7.476
Basic Materials 3.920 5.087
Real Estate 1.710 7.094
Utilities 1.340 4.925

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 - 23.87 - -
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 - -
Vanguard Mega Cap Index Institutional - 2.15 - -
Fidelity Emerging Markets Idx - 2.04 - -
Vanguard Long-Term Bond Index Admiral - 1.72 - -
Wilshire Small Company Growth Instl - 1.55 - -
Wilshire Small Company Value Instl - 1.54 - -

Top Equity Funds by Wilshire Mutual Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wilshire International Equity Instl 221.07M -0.29 2.29 5.49
  Wilshire 5000 Index Invmt 211.63M 9.74 7.56 11.53
  Wilshire Large Company Growth Instl 182.91M 3.83 7.60 13.04
  Wilshire Large Company Value Instl 160.58M 0.20 9.58 7.53
  Wilshire 5000 Index Portfolio Class 54.68M 6.42 9.89 11.81
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