*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.
Fees & Minimums
*DoubleLine® is a registered trademark of DoubleLine Capital LP.
Wilshire Associates Incorporated, the Fund’s investment (“Advisor”), has entered into a contractual agreement to limit expenses to 1.15% and 0.90% of average daily net assets for Investment Class Shares and Institutional Class Shares respectively, through April 30, 2018. The expense ratio does not reflect the ability of the Advisor to recover all or a portion of prior waivers, which would result in higher expenses for the investor. This option is available contractually to the Advisor until April 30, 2019.
Statement of Additional Information
*The 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 due to 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 summary or full 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.
Distributed by Ultimus Fund Distributors, LLC. Please send questions or comments to email@example.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.
©2017 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.