Wilshire Income Opportunities Invest

Frequently Asked Questions About WIORX

What does WIORX invest in?

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.

What is the expense ratio of WIORX?

Wilshire Income Opportunities Invest (WIORX) charges an expense ratio of 1.15%. This is the annual fee deducted from fund assets to cover management and operations.

What is WIORX's dividend yield?

WIORX's trailing-twelve-month yield is 4.40%, calculated from the sum of dividends over the past year divided by the current price.

How big is WIORX?

Wilshire Income Opportunities Invest (WIORX) manages $175.3M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is WIORX actively managed or an index fund?

WIORX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was WIORX launched?

Wilshire Income Opportunities Invest (WIORX) launched in March 2016 and is managed by the fund issuer.