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Wilshire International Equity Invmt (WLCTX)

10.05
+0.36
+(3.72%)
At close: 8:02:21 PM EDT

Fund Summary

The fund invests, under normal circumstances, at least 80% of its net assets in equity securities. It invests in companies organized outside of the United States. The fund primarily invests in equity securities of established companies that the subadvisers believe have favorable characteristics and that are listed on foreign exchanges.

Wilshire International Equity Invmt

King Of Prussia PA 19406
1299 Ocean Avenue Suite 700

Fund Overview

Category Foreign Large Blend
Fund Family Wilshire Mutual Funds
Net Assets 211.04M
YTD Return 6.92%
Yield 3.42%
Morningstar Rating
Inception Date Nov 16, 2007

Fund Operations

Last Dividend 0.40
Last Cap Gain 10.00
Holdings Turnover 49.00%
Average for Category --

Fees & Expenses

Expense WLCTX Category Average
Annual Report Expense Ratio (net) 1.50% 0.92%
Prospectus Net Expense Ratio 1.50% --
Prospectus Gross Expense Ratio 1.77% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.28%
Max Deferred Sales Load -- 1.46%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Paul Moghtader, CFA Managing Director, Portfolio Manager/Analyst Lazard Asset Management LLC (Boston) Paul Moghtader is a Portfolio Manager/Analyst on Lazard's Quantitative Equity team. He began working in the investment field in 1992. Prior to joining Lazard in 2007, Paul was Head of the Global Active Equity Group and a Senior Portfolio Manager at State Street Global Advisors (SSgA). At SSgA Paul was the senior manager responsible for the research and portfolio management of all multi-regional active quantitative equity strategies. Previously, Paul was an analyst at State Street Bank.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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