Wilshire Income Opport Fund Quote
| WIOPX Fund | USD 8.91 0.05 0.56% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Wilshire Income is trading at 8.91 as of the 26th of November 2024; that is 0.56 percent up since the beginning of the trading day. The fund's open price was 8.86. Wilshire Income has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Wilshire Income Opport are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of July 2023 and ending today, the 26th of November 2024. Click here to learn more.
Under normal market conditions, the fund seeks to achieve its investment objectives by investing at least 80 percent 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 funds 80 percent policy.. More on Wilshire Income Opport
Moving together with Wilshire Mutual Fund
Moving against Wilshire Mutual Fund
Wilshire Mutual Fund Highlights
| Fund Concentration | Wilshire Mutual Funds, Large Funds, Multisector Bond Funds, Multisector Bond, Wilshire Mutual Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | December |
Wilshire Income Opport [WIOPX] is traded in USA and was established 26th of November 2024. Wilshire Income is listed under Wilshire Mutual Funds category by Fama And French industry classification. The fund is listed under Multisector Bond category and is part of Wilshire Mutual Funds family. This fund at this time has accumulated 199.33 M in net assets with no minimum investment requirementsWilshire Income Opport is currently producing year-to-date (YTD) return of 3.71% with the current yeild of 0.02%, while the total return for the last 3 years was -0.4%.
Check Wilshire Income Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Wilshire Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Wilshire Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Wilshire Income Opport Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Wilshire Income Opport Mutual Fund Constituents
| FGXXX | First American Funds | Money Market Fund | US Money Market Fund | |
| IFRPX | Voya Floating Rate | Mutual Fund | Bank Loan | |
| IHCSX | Voya Emerging Markets | Mutual Fund | Emerging Markets Bond | |
| IHYPX | Voya High Yield | Mutual Fund | High Yield Bond |
Wilshire Income Top Holders
| PFADX | Riskproreg Pfg 0 15 | Mutual Fund | World Allocation |
Wilshire Income Opport Risk Profiles
| Mean Deviation | 0.152 | |||
| Standard Deviation | 0.2071 | |||
| Variance | 0.0429 | |||
| Risk Adjusted Performance | (0.04) |
Wilshire Income Against Markets
Other Information on Investing in Wilshire Mutual Fund
Wilshire Income financial ratios help investors to determine whether Wilshire Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wilshire with respect to the benefits of owning Wilshire Income security.
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