Knowledge Center

The Wilshire Advisor Solutions Knowledge Center contains our video presentations, white papers, monthly and quarterly market commentaries, and product literature.

  October 2016 Monthly Market Commentary

U.S. Economy and Markets: Domestic equity markets were negative in October, as the Wilshire 5000 Total Market IndexSM returned -2.03% and the S&P 500 Index returned -1.82%. Market volatility increased in October, with the CBOE Volatility Index (VIX) ending the month at 17.06, up from 13.29 at the end of September 2016.

» more
   

  Third Quarter 2016 Market Commentary

The U.S. Equity Market: The U.S. stock market, represented by the Wilshire 5000 Total Market Index, was up for the third quarter of 2016 by 4.29%. This marks the fourth straight quarterly gain, although most of the pricing activity occurred during roughly the first dozen trading days of the quarter. Interestingly, strong equity returns this year have coincided with a drop in corporate earnings. However, a major contributor to that decline is performance within the Energy sector due to depressed oil prices.

» more
   

  August 2016 Monthly Market Commentary

U.S. Economy and Markets: Domestic equity markets were positive in August, as the Wilshire 5000 Total Market IndexSM returned 0.25% and the S&P 500 Index returned 0.14%. Market volatility increased in August, with the CBOE Volatility Index (VIX) ending the month at 13.07, up from 11.87 at the end of July 2016. Performance across GICS sectors was mixed for the month, with the Financials and Information Technology sectors leading the group, returning 3.31% and 2.06%, respectively. On the other hand, Utilities was the worst performing sector in August, falling -5.41%. Small cap stocks outperformed their large cap counterparts this month, with the Wilshire U.S. Large Cap IndexSM and the Wilshire U.S. Small Cap IndexSM returning 0.14% and 1.25%, respectively. U.S. manufacturing activity, as measured by the Institute for Supply Management’s PMI, registered 49.4% in August, down from the July reading of 52.6%. Generally a reading above 50% indicates expansion.

» more
   

  New Wilshire Income Opportunities Fund Surpasses $400 Million in Assets Under Management in 2Q

SANTA MONICA, CA, AUGUST 9, 2016—The Wilshire Income Opportunities Fund, an innovative, multi-manager fixed income fund subadvised by DoubleLine Capital LP and Guggenheim Partners Investment Management, has surpassed $400 million in assets under management. The fund, which launched on March 29, 2016, is the newest fund in the series of Wilshire Mutual Funds, Wilshire’s subadvised suite of mutual funds.

» more
   

  July 2016 Monthly Market Commentary

U.S. Economy and Markets: Domestic equity markets were positive in July, as the Wilshire 5000 Total Market IndexSM returned 3.93% and the S&P 500 Index returned 3.69%. Market volatility decreased in July, with the CBOE Volatility Index (VIX) ending the month at 11.87, down from 15.63 at the end of June 2016. Performance across GICS sectors was mixed for the month, with the Information Technology and Materials sectors leading the group, returning 7.79% and 5.64%, respectively. On the other hand, Energy was the worst performing sector in July, falling -1.99%.

» more
   
12345678910Last
Recent Articles
divider
Recent Articles
divider
Recent Articles
divider

Replay Now Available!

2017 Third Quarter Market Update
  • Presented by: Josh Emanuel, CIO, Wilshire Funds Management
  • Date: Wed., Oct. 18, 2017