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Wilshire Income Opportunities Instl (WIOPX)

8.73 +0.02 (+0.23%)
At close: 8:01 PM EDT
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  • Previous Close 8.71
  • YTD Return -1.49%
  • Expense Ratio 1.15%
  • Category Multisector Bond
  • Last Cap Gain -7.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 195.57M
  • Beta (5Y Monthly) 0.78
  • Yield 3.56%
  • 5y Average Return --
  • Holdings Turnover 66.00%
  • Last Dividend 0.10
  • Inception Date Mar 30, 2016

Under normal market conditions, the fund seeks to achieve its investment objectives by investing at least 80% of its total assets in a portfolio of income producing securities of varying maturities across a variety of fixed income securities. Derivative investments that provide exposure to debt securities or have similar economic characteristics to the income securities in which the Portfolio invests may be used to satisfy the income fund’s 80% policy.

Wilshire Mutual Funds

Fund Family

Multisector Bond

Fund Category

195.57M

Net Assets

2016-03-30

Inception Date

More about Wilshire Income Opportunities Instl

Performance Overview: WIOPX

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Trailing returns as of 5/31/2024. Category is Multisector Bond.

YTD Return

WIOPX
1.49%
Category
1.94%
 

1-Year Return

WIOPX
2.03%
Category
9.23%
 

3-Year Return

WIOPX
2.15%
Category
5.23%
 

5-Year Return

WIOPX
0.48%
Category
4.63%
 

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Holdings: WIOPX

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Top 1 Holdings (1.58% of Total Assets)

SymbolCompany% Assets
VVITX
Voya VACS Series Hyb 1.58%

Sector Weightings

SectorWIOPX
Utilities   100.00%
Real Estate   0.00%
Consumer Cyclical   0.00%
Basic Materials   0.00%
Consumer Defensive   0.00%
Technology   0.00%
Communication Services   0.00%
Financial Services   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%
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Recent News: WIOPX

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Research Reports: WIOPX

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