The Index measures the performance of all U.S. equity securities with readily available price data. Although there are over 3,500 stocks in the Index, the Wilshire 5000 Index Fund typically invests in 1,500–3,000 stocks in order to adequately track the performance of the Index.
This data reflects the status of the Index (between 3,700 and 3,800 stocks as of March 31, 2017), and reflects the investment guidelines in our agreement with sub-adviser LA Capital.
The performance data quoted represents past performance and does not guarantee future results. Current performance may be lower or higher. The investment return and principal value of an investment will fluctuate so that shares, when redeemed, may be worth more or less than their original costs. The performance quoted may reflect fee waivers in effect, and would have been lower in their absence.
Statement of Additional Information
1The 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.
You should consider the Fund’s investment objectives, risks, charges, and expenses carefully before you invest. The Fund’s prospectus, which can be obtained by calling 1-866-591-1568, contains this and other information about the fund.
Read the prospectus carefully before you invest or send money.
For more complete information on the Wilshire Mutual Funds, including fees and expenses, please call 1-866-591-1568 for a prospectus. Please read it carefully before you invest or send money.
Diversification may not protect against loss.
Distributed by Ultimus Fund Distribution, LLC. Please send questions or comments to firstname.lastname@example.org or WILSHIRE MUTUAL FUNDS, INC. P.O. Box 219512 Kansas City, MO 64121-9512. Check the background of Ultimus Fund Distributors, LLC, on FINRA’s BrokerCheck.
©2017 by Wilshire Mutual Funds, Inc., 1299 Ocean Avenue, Suite 700, Santa Monica, California, 90401-1085, USA. All rights reserved.
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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.
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