Wilshire Large Cap Core 130/30 Instl
1299 Ocean Avenue Suite 700 King Of Prussia PA 19406
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Phone: 888-200-6796
| Category: | Large Blend | | Fund Family: | Wilshire Mutual Funds | | Net Assets: | 6.35M | | Year-to-Date Return: | -13.14% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 27-Nov-07 |
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Peter Hermann
Lead Manager since
27-Nov-07 | | | Peter joined the firm in 2005. He previously spent ten years at Morgan Stanley, where he managed or co-managed several different growth equity funds. Several of those years were spent alongside Gus Scacco, current AG-AM Investment Policy Committee member. Peter has 18 years of investment management experience. He joined the Firm from Fulcrum Asset Management, where he was a Managing Director and managed long-short equity strategies |
| Min Initial Investment: | $250,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100,000 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The fund seeks capital appeciation. The fund normally invests at least 85% of net assets in large-cap securities which include securities of those companies with market capitalizations consistent with the Russell 1000 index — greater than approximately $1.5 billion. It generally hold approximately 30% of net assets in short positions,using the proceeds from the short sales to purchase additional long positions resulting in a portfolio with 130% of net assets in long postions. |
| Last Dividend
(26-Dec-07):
| 0.00 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 71.30% |
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| Expense | WLTTX | Category
Avg | | Total Expense Ratio: | 1.25%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$955 | $577 | | 5 Yr Expense Projection*: |
$N/A | $877 | | 10 Yr Expense Projection*: |
$N/A | $1,739 |
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