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Materials in this section are intended only for financial professionals such as independent broker dealers and registered investment advisors. It is not intended for the general public.

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Wilshire Mutual Funds

Multi-manager funds constructed by trusted experts

Mutual funds provide a simple way for smaller or individual investors to access professionally managed portfolios and institutional
investment strategies.

Our mutual funds draw on decades of expertise in institutional investing to identify and combine multiple asset managers into diversified funds focused on specific asset classes. You can invest directly into our mutual funds with no additional transaction or trading fees.

Variable Insurance Trust
Wilshire Income Opportunities Fund
Wilshire 5000 Index Fund
Wilshire Small Company Value Portfolio
Wilshire Small Company Growth Portfolio
Wilshire Large Company Value Portfolio
Wilshire Large Company Growth Portfolio
Wilshire International Equity Fund
Wilshire Global Allocation Fund

Information on the most recent performance data for the Wilshire Mutual Funds and Wilshire Variable Insurance Trust can be found here.

Wilshire funds year-end distribution information can be found here.

Wilshire Mutual Funds 2022 Tax Insert can be found here.

There are risks involved with investing, including the possible loss of principal. In addition to the risks associated with investing, investments in smaller companies typically exhibit higher volatility, international investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from social, economic or political instability in other nations.

You should consider the fund’s investment objectives, risks, charges and expenses carefully before you invest. Download the fund’s prospectus here or call +1 866 591 1568 to get more information about the fund. Read the prospectus carefully before you invest or send money.

Distributed by Compass Distributors, LLC. Please send questions or comments to wilfunds@wilshire.com or 
WILSHIRE MUTUAL FUNDS, INC., P.O. Box 219512 Kansas City, MO 64121-9512. 
Check the background of Compass Distributors, LLC on FINRA’s BrokerCheck.

© 2024 by Wilshire Mutual Funds, Inc., 1299 Ocean Avenue, Suite 600, Santa Monica, California, 90401-1085, USA. All rights reserved.

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Wilshire has been applying highly tested theories and approaches to our client solutions since 1981.

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