Wilshire International Equity Fund Quote
| WLCTX Fund | USD 10.83 0.02 0.18% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Wilshire International is trading at 10.83 as of the 18th of April 2024; that is -0.18 percent decrease since the beginning of the trading day. The fund's open price was 10.85. Wilshire International has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Wilshire International Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of March 2024 and ending today, the 18th of April 2024. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent 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.. More on Wilshire International Equity
Moving together with Wilshire Mutual Fund
| 0.86 | WSMGX | Small Pany Growth | PairCorr |
| 0.79 | WSMVX | Small Pany Value | PairCorr |
| 0.97 | WFIVX | Wilshire 5000 Index | PairCorr |
| 0.97 | WINDX | Wilshire 5000 Index | PairCorr |
| 0.94 | WLCGX | Large Pany Growth | PairCorr |
Wilshire Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Wilshire International's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Wilshire International or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Wilshire Mutual Funds, Large Blend Funds, Foreign Large Blend Funds, Foreign Large Blend, Wilshire Mutual Funds (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | December |
Wilshire International Equity [WLCTX] is traded in USA and was established 18th of April 2024. Wilshire International is listed under Wilshire Mutual Funds category by Fama And French industry classification. The fund is listed under Foreign Large Blend category and is part of Wilshire Mutual Funds family. This fund at this time has accumulated 222.83 M in net assets with minimum initial investment of 2.5 K. Wilshire International is currently producing year-to-date (YTD) return of 3.67% with the current yeild of 0.02%, while the total return for the last 3 years was 1.03%.
Check Wilshire International Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Wilshire Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Wilshire Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Wilshire International Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Wilshire International Equity Mutual Fund Constituents
| KYCCF | Keyence | Pink Sheet | Scientific & Technical Instruments |
| AER | AerCap Holdings NV | Stock | Industrials |
| VSCFX | Voya Securitized Credit | Mutual Fund | Multisector Bond |
| ACN | Accenture plc | Stock | Information Technology |
| TSM | Taiwan Semiconductor Manufacturing | Stock | Information Technology |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information |
| RXL | ProShares Ultra Health | Etf | Trading--Leveraged Equity |
Wilshire International Target Price Odds Analysis
Based on a normal probability distribution, the odds of Wilshire International jumping above the current price in 90 days from now is about 62.65%. The Wilshire International Equity probability density function shows the probability of Wilshire International mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Wilshire International has a beta of 0.8133. This entails as returns on the market go up, Wilshire International average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Wilshire International Equity will be expected to be much smaller as well. Additionally, wilshire International Equity has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Wilshire International to move above the current price in 90 days from now is about 62.65 (This Wilshire International Equity probability density function shows the probability of Wilshire Mutual Fund to fall within a particular range of prices over 90 days) .
Wilshire International Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Wilshire International market risk premium is the additional return an investor will receive from holding Wilshire International long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Wilshire International. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Wilshire International's alpha and beta are two of the key measurements used to evaluate Wilshire International's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.4732 | |||
| Semi Deviation | 0.5761 | |||
| Standard Deviation | 0.6253 | |||
| Variance | 0.391 |
Wilshire International Against Markets
Picking the right benchmark for Wilshire International mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Wilshire International mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Wilshire International is critical whether you are bullish or bearish towards Wilshire International Equity at a given time. Please also check how Wilshire International's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Wilshire International without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Fundamental AnalysisView fundamental data based on most recent published financial statements |
| All Next | Launch Module |
How to buy Wilshire Mutual Fund?
Before investing in Wilshire International, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Wilshire International. To buy Wilshire International fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Wilshire International. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Wilshire International fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Wilshire International Equity fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Wilshire International Equity fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Wilshire International Equity, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Wilshire International Equity?
The danger of trading Wilshire International Equity is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Wilshire International is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Wilshire International. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Wilshire International is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Wilshire International Equity. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in estimate. You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.