Wilshire International Equity Invmt

Frequently Asked Questions About WLCTX

What does WLCTX invest in?

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.

What is the expense ratio of WLCTX?

Wilshire International Equity Invmt (WLCTX) charges an expense ratio of 1.50%. This is the annual fee deducted from fund assets to cover management and operations.

How big is WLCTX?

Wilshire International Equity Invmt (WLCTX) manages $248.7M 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 WLCTX actively managed or an index fund?

WLCTX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (WLCTX's is 1.50%) in exchange for the discretion to over- or under-weight positions.

When was WLCTX launched?

Wilshire International Equity Invmt (WLCTX) launched in November 2007 and is managed by the fund issuer.

How has WLCTX performed?

WLCTX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.