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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1128 | 1056 | 1236 | 1119 | 1436 | 1818 |
Fund Return | 12.84% | 5.57% | 23.64% | 3.81% | 7.51% | 6.16% |
Place in category | 22 | 36 | 22 | 19 | 16 | 8 |
% in Category | 27 | 57 | 25 | 50 | 26 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wilshire 5000 Index Invmt | 231.53M | 19.81 | 9.92 | 12.26 | ||
Wilshire International Equity Instl | 218.51M | -0.29 | 2.29 | 5.49 | ||
Wilshire Large Company Growth Instl | 181.14M | 3.83 | 7.60 | 13.04 | ||
Wilshire Large Company Value Instl | 170.5M | 0.20 | 9.58 | 7.53 | ||
Wilshire 5000 Index Portfolio Class | 60.24M | 20.01 | 10.12 | 12.55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 64B | 11.50 | 5.15 | 5.60 | ||
First Eagle Global I | 37.74B | 16.17 | 7.37 | 7.69 | ||
American Funds Capital Income Bld | 17.83B | 11.79 | 5.49 | 5.93 | ||
American Funds Global Balanced R6 | 15.77B | 8.40 | 2.39 | 5.24 | ||
First Eagle Global A | 15.36B | 15.95 | 7.12 | 7.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wilshire International Equity Instl | - | 23.52 | - | - | |
Wilshire Income Opportunities Instl | - | 21.04 | - | - | |
Wilshire Large Company Value Instl | - | 16.80 | - | - | |
Wilshire Large Company Growth Instl | - | 15.41 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 14.03 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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