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Wilshire Income Opportunities Fund

WIORX:US
NASDAQ GM
10.67
USD
0.01
0.09%
As of 11/17/2017
Fund Type
Open-End Fund
52Wk Range
10.11 - 10.69
1 Yr Return
5.75%
YTD Return
5.23%
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Previous Close
10.66
52Wk Range
10.11 - 10.69
1 Yr Return
5.55%
YTD Return
5.23%
Fund Type
Open-End Fund
Objective
Aggregate Bond
Asset Class Focus
Fixed Income
Geographic Focus
U.S.
NAV (on 11/17/2017)
10.67
Total Assets (m USD) (on 11/03/2017)
318.433
Inception Date
03/30/2016
Last Dividend (on 12/29/2016)
0.1753
Dividend Indicated Gross Yield
1.64%
Fund Managers
JEFFREY E GUNDLACH / ANNE BOOKWALTER WALSH
Front Load Fee
0.00%
Back Load Fee
-
Redemption Fee
-
12b-1 Fee
0.25%
Current Mgmt Fee
0.60%
Expense Ratio
-

Top Fund Holdings

Name Position Value % of Fund
4.50 k 5.59 m 1.73
5.42 m 5.42 m 1.68
10.87 k 5.09 m 1.57
5.05 k 4.87 m 1.51
4.69 k 4.70 m 1.46
4.01 k 4.06 m 1.26
159.43 k 4.00 m 1.24
3.49 k 3.58 m 1.11
3.31 k 3.35 m 1.04
7.30 k 3.31 m 1.03
Profile
Wilshire Income Opportunities Fund seeks current income with long-term capital appreciation as a secondary objective by investing in a multi-sector portfolio of income producing securities of varying maturities.
Address
Wilshire Mutual Funds Inc
1299 Ocean Avenue
Suite 700
Santa Monica, CA 90401
Phone
1-888-200-6796