2 / 5 Stars
2 2 4 3 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 496 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 18.78 percent over the past year, 11.68 percent over the past three years, and 0.90 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||8.4%|
|3 Years (Annualized)||11.7%|
|5 Years (Annualized)||0.9%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. 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 intends to diversify its investments in operating companies among several countries and to have represented in its holdings business activities in not less than three different countries. The operating companies are equity securities of established companies that the subadvisers believe have favorable characteristics and that are listed on foreign exchanges. It may invest up to 35% of its net assets in emerging market securities, including ETFs.
Fees are High compared to funds in the same category.
Wilshire International Equity Fund has an expense ratio of 1.99 percent.
Risk is Average compared to funds in the same category according to Morningstar.