Wilshire International Equity Fund

1299 Ocean Avenue,Suite 600
Santa Monica , CA, 90401

Rank

Rank Universe

Summary

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The fund prefers a multi-manager investing approach with the aim of reducing volatility and downside risk.

The fund manages assets with the help of five sub-advisers namely WCM Investment Management, Los Angeles Capital Management and Equity Research, Inc., Pzena Investment Management, LLC, Lazard Asset More

Link

Directors

Mar 15, 2024
  • Edward Gubman
  • George J. Zock
  • Jason Schwarz
  • Roger A. Formisano
  • Elizabeth Ann Levy-Navarro
  • Matthew E. Forstenhausler

Chief Compliance Officer

  • Benkai Bouey
  • Sandy Choi

Fund Manager(s)

Price

  • $ 11.57 ( +0.06 )
    Nov 1, 2024
    Last Close
  • Net Assets
  • $221.4M
    Feb 28, 2024
  • Holding
  • 33
    Aug 28, 2024
    More

  • 52-Week High/Low
  • $12.16 - $9.53
  • Turnover
  • 54%
  • Expense Ratio
  • 1.40%

Company Name

Holding

Coupang Inc 0.56 %
Canadian Natural Resources Ltd 0.53 %
Magna International Inc 0.33 %
Banco do Brasil SA 0.13 %
AB BSL CLO 4 Ltd 0.11 %
BANK OF AMERICA CORP 0.11 %
BX Trust 0.09 %
CVS HEALTH CORP 0.09 %
COLT Funding LLC 0.08 %
BX Trust 0.07 %
More 0.07 %

Advisor

Documents

Prospectus

Annual Reports

Performance

YTD

-

3 Year

-17.12%

5 Year

7.33%

Best

25.92%

2017

Worst

-38.24%

2008

Alpha

WLTTX S&P 500

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