Fundamental Characteristics3 as of 3/31/2021
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 (3/31/2021). 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
2020 Tax Supplement
There are risks involved with investing, including the possible loss of principal. The principal risk of investing in the Portfolio is equity risk. This is the risk that the prices of stocks held by the Portfolio will change due to general market and economic conditions.
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 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.
Diversification does not ensure a profit or protect against loss. Past performance is not indicative of future results.
The Russell 1000® Value Index measures the performance of the large-cap value segment of the U.S. equity universe. It includes those Russell 1000 companies with lower price-to-book ratios and lower expected growth values. Index performance is presented for general comparative purposes. 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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This material is intended for informational purposes only and should not be construed as legal, accounting, tax, investment, or other professional advice; nor is it a recommendation or solicitation to purchase or sell any security or to adopt any specific investment strategy. This material represents the current opinion of Wilshire and is subject to change without notice. Information herein which has been obtained from third parties is based on sources believed to be reliable. Wilshire Funds Management does not represent that such information is accurate. Statistical data contained herein is as of the dates noted and such information should not be relied on or be the basis for an investment decision. Past performance is not indicative of future results. Investing involves risk including loss of principal.