Wilshire Income Opportunities Fund Investment Class
WIORX
NASDAQ
| Weiss Ratings | WIORX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | WIORX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Wilshire Mutual Funds | |||
| Manager/Tenure (Years) | Jeffrey E. Gundlach (10), Jeffrey J. Sherman (9), Sean Banai (8), 10 others | |||
| Website | http://www.advisor.wilshire.com | |||
| Fund Information | WIORX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Wilshire Income Opportunities Fund Investment Class | |||
| Category | Multisector Bond | |||
| Sub-Category | US Fixed Income | |||
| Prospectus Objective | Income | |||
| Inception Date | Mar 30, 2016 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | WIORX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 4.37% | |||
| Dividend | WIORX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | -- | |||
| Asset Allocation | WIORX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | -67.63% | |||
| Stock | 0.43% | |||
| U.S. Stock | 0.43% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 163.12% | |||
| U.S. Bond | 141.31% | |||
| Non-U.S. Bond | 21.81% | |||
| Preferred | 3.40% | |||
| Convertible | 0.77% | |||
| Other Net | 0.01% | |||
| Price History | WIORX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.22% | |||
| 30-Day Total Return | -1.56% | |||
| 60-Day Total Return | -1.12% | |||
| 90-Day Total Return | -1.46% | |||
| Year to Date Total Return | -1.04% | |||
| 1-Year Total Return | -0.36% | |||
| 2-Year Total Return | 3.92% | |||
| 3-Year Total Return | 15.64% | |||
| 5-Year Total Return | 2.72% | |||
| Price | WIORX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | WIORX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $8.80 | |||
| 1-Month Low NAV | $8.79 | |||
| 1-Month High NAV | $8.95 | |||
| 52-Week Low NAV | $8.79 | |||
| 52-Week Low NAV (Date) | Sep 16, 2026 | |||
| 52-Week High NAV | $9.23 | |||
| 52-Week High Price (Date) | Feb 27, 2026 | |||
| Beta / Standard Deviation | WIORX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.85 | |||
| Standard Deviation | 4.68 | |||
| Balance Sheet | WIORX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 176.49M | |||
| Operating Ratios | WIORX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.15% | |||
| Turnover Ratio | 67.00% | |||
| Performance | WIORX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 6.07% | |||
| Last Bear Market Total Return | -5.97% | |||