Wilshire Income Opportunities Fund

Performance

Monthly as of 1/31/2017 1 Mo 3 Mo 6 Mo YTD Since Inc.*
Investment Class (WIORX) 0.59% -0.45% -0.26% 0.59% 4.53%
Inst’l Class (WIOPX) 0.69% -0.34% -0.15% 0.69% 4.54%

 

Quarterly as of 12/31/2016 4Q 2016 6 Mo Since Inc.*
Investment Class (WIORX) -1.31% 0.60% 3.92%
Inst’l Class (WIOPX) -1.31% 0.70% 3.82%
*Investment class and institutional class inception dates 3/30/2016.

The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost and current performance may be lower or higher than the performance quoted. For performance data current to the most recent month end, please call 1-888-200-6796.

Fund Literature» Request these files as printed copies

Summary Prospectus

Prospectus

Statement of Additional Information

Capital Gains

Financial Reports

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. Bonds and bond funds are subject to interest rate risk and will decline in value as interest rates rise. In addition to the normal risks associated with investing, international and emerging market investments may involve risk of capital loss and unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from social, economic or political instability in other nations. The Fund may invest in derivatives, which are often more volatile than other investments and may magnify the Fund’s gains or losses.

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.

Distributed by Ultimus Fund Distributors, LLC. Please send questions or comments to wilfunds@wilshire.com 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.

©2016 by Wilshire Mutual Funds, Inc., 1299 Ocean Avenue, Suite 700, Santa Monica, California, 90401-1085, USA. All rights reserved.

For more information:

PORTFOLIO MANAGEMENT
  • Guggenheim Partners Investment Management, LLC
  • DoubleLine Capital LP
FEES & MINIMUMS
Investment Class
  • Minimum initial investment:
    $1,000
  • Minimum subsequent
    investment: $100
  • 12b-1 fee: 0.25%
  • Gross operating expenses: 1.10% 
  • Ticker: WIORX
  • CUSIP: 971897772

Institutional Class
  • Minimum initial investment:
    $250,000
  • Minimum subsequent
    investment: $100,000
  • 12b-1 fee: None
  • Gross operating expenses: 0.85% 
  • Ticker: WIOPX
  • CUSIP: 971897764

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