This fund is a large cap core fund that combines multi-managers into a single style-specific fund.  Each manager invests 130% of its assets in U.S. stocks it believes will outperform the market and sells short 30% of its assets in U.S. stocks it believes will underperform the market.  The resulting net exposure of the fund is 100% long.

Wilshire combines managers with both a quantitative and fundamental investment approach.  The fund normally invests at least 85% of net assets in large cap securities with market capitalizations consistent with the Dow Jones Wilshire Large Cap Index™.

  Manager
Allocation
  AG Asset Management, LLC
23.0%
  AXA Rosenberg Investment Management, LLC
50.0%
  Thompson, Siegel & Walmsley
20.0%
  TWIN Capital Management, Inc.
7.0%

Money managers and allocations listed are current as of 5/31/08. Wilshire has an exemptive order from the Securities and Exchange Commission giving it the right to engage or terminate a money manager at any time without a shareholder vote subject to the fund's Board approval.

 

  Investment Strategy
 

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Focuses on the large cap core segment of the U.S. equity market.  Strives to outperform the Russell 1000 ® Index.  
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  Allows managers to sell short on 30% of assets on stocks it believes will underperform and use the proceeds from the short sales to invest an additional 30% in long positions it believes will outperform the market.   The Fund’s net exposure is 100% long.  
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  Combines two managers with a fundamental investment approach with two manager with a quantitative investment approach.  

 


For more complete information on the Wilshire Mutual Funds, including fees and expenses, please call 888-200-6796 for a prospectus. Please read it carefully before you invest or send money.

Distributed by SEI Investments Distribution Co., Oaks, PA. Please send questions or comments to wilfunds@wilshire.com or WILSHIRE MUTUAL FUNDS, INC. P.O. Box 219512 Kansas City, MO 64121-9512