Wilshire selects managers who excel at investing in U.S.-based, large capitalization companies with price-to-earnings ratios that are above the market average. Wilshire has identified six large cap growth managers, each with a distinct investment style and combined them to create a highly diversified, risk controlled, growth-style portfolio. Wilshire monitors the overall fund, as well as each individual manager’s portfolio, confirming that both continue to be consistent with their specific style, risk and performance objectives. Through Wilshire’s portfolio construction process, manager allocations within the Fund are regularly reviewed and adjusted, ensuring that the Fund is well positioned to deliver competitive risk-adjusted performance.
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Manager |
Allocation |
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Logan Capital Management |
5.0% |
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Los Angeles Capital Management |
29.5% |
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Payden & Rygel |
14.0% |
| |
Quest Investment Management |
15.5% |
| |
Sawgrass Asset Management |
13.5% |
| |
Victory Capital Management |
22.5% |
| 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. |
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Investment Strategy |
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Focuses on the large company growth segment of the U.S. equity market. |
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p |
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p |
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Invests substantially all of its assets in companies with the largest market capitalizations — greater than approximately $1.7 billion as of the date of this prospectus. |
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p |
p |
p |
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Invests in companies that historically have above average earnings or sales growth and retention of earnings, often such companies have above average price to earnings ratios. |
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