Fundamental Characteristics3 as of 12/31/2018
Fees & Minimums
3The Price to Book ratio is calculated based on the book value of each portfolio security as of the end of its issuer’s most recent fiscal year. The Price to Earnings ratio is calculated based on the latest 12 months earnings of each portfolio security. The price is as of the date of this publication (12/31/2018). Beta is a measure of the fund’s sensitivity to the benchmark index. R-squared is a statistical measure that represents the percentage of a fund’s or security’s movements that are explained by movements in a benchmark index.
Statement of Additional Information
4The XBRL (eXtensible Business Reporting Language) files above can only be read with special viewer software. Additional information on the XBRL language and a free version of the viewer software is available on the SEC’s website at xbrl.sec.gov. Please note that the XBRL file does not include all of the information contained in the prospectus or summary prospectus. To access the full text of a prospectus or summary prospectus, click on the link for each fund in the prospectus or summary prospectus columns above.
There are risks involved with investing, including the possible loss of principal. In addition to the risks associated with investing, investments in smaller companies typically exhibit higher volatility. Diversification may not protect against loss.
You should consider the Fund’s summary or full investment objectives, risks, charges, and expenses carefully before you invest. The Fund’s prospectus, which can be obtained above, or by calling 1-866-591-1568, contains this and other information about the fund.
Read the prospectus carefully before you invest or send money.
The Wilshire 5000 Total MarketSM Index, is a market-capitalization-weighted index of the market value of all stocks actively traded in the United States. The index is intended to measure the performance of most publicly traded companies headquartered in the United States, with readily available price data. Unlike a mutual fund, the performance of an index assumes no taxes, transaction costs, management fees or other expenses. An individual cannot directly invest in any index.
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Copyright © 2019 by Wilshire Mutual Funds, Inc., 1299 Ocean Avenue, Suite 700, Santa Monica, California, 90401-1085, USA. All rights reserved.
This information is for information purposes only. This information represents the current opinion of the firm. Information herein which has been obtained from third parties are based on sources believed to be reliable. Wilshire Funds Management does not represent that such information it is accurate. Statistical data contained herein are as of the dates noted and such information should not be relied on or be the basis for an investment decision. Past performance is no guarantee of future results. Investing involves risk including loss of principal.