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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 54.340 | 54.340 | 0.000 |
Bonds | 45.460 | 49.790 | 4.330 |
Convertible | 0.250 | 0.250 | 0.000 |
Preferred | 0.170 | 0.170 | 0.000 |
Other | 9.310 | 9.320 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.937 | - |
Price to Book | 2.342 | - |
Price to Sales | 1.566 | - |
Price to Cash Flow | 9.325 | - |
Dividend Yield | 2.127 | - |
5 Years Earnings Growth | 11.269 | - |
Name | Net % | Category Average |
---|---|---|
Technology | 23.870 | - |
Financial Services | 17.020 | - |
Consumer Cyclical | 12.180 | - |
Industrials | 12.170 | - |
Healthcare | 11.310 | - |
Communication Services | 7.950 | - |
Consumer Defensive | 4.660 | - |
Basic Materials | 3.340 | - |
Energy | 3.330 | - |
Utilities | 2.250 | - |
Real Estate | 1.920 | - |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wilshire International Equity Instl | - | 21.57 | - | - | |
Wilshire Income Opportunities Instl | - | 19.31 | - | - | |
Wilshire Large Company Value Instl | - | 17.74 | - | - | |
Wilshire Large Company Growth Instl | - | 17.68 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 14.42 | - | - | |
Vanguard Mega Cap Index Institutional | - | 2.87 | - | - | |
Vanguard Long-Term Bond Index Admiral | - | 2.02 | - | - | |
Fidelity Emerging Markets Idx | - | 1.54 | - | - | |
Wilshire Small Company Value Instl | - | 1.48 | - | - | |
Wilshire Small Company Growth Instl | - | 1.41 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wilshire 5000 Index Invmt | 210.44M | 26.45 | 9.95 | 12.30 | ||
Wilshire International Equity Instl | 215.32M | 4.93 | 3.49 | 6.86 | ||
Wilshire Large Company Growth Instl | 175.42M | 36.31 | 10.06 | 14.79 | ||
Wilshire Large Company Value Instl | 154.26M | 21.04 | 9.39 | 8.18 | ||
Wilshire 5000 Index Portfolio Class | 53.91M | 26.72 | 10.18 | 12.59 |
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