WIORX : Wilshire Income Opportunities Fund Investment Class

WIORX is a Bond Market Total US Bond Market with HIGH fees.

WIORX

Wilshire Income Opportunities Fund Investment Class

FI Score

30 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

10 /10

Market Size

3 /10

30% FI Score
  • wiorx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Wilshire Income Opportunities Fund Investment Class

Expenses: 1.18% (Better than 0% of similar funds)

This is a bad choice for a Total US Bond Market Bond fund. See why ยป

Fund Summary

The investment seeks to maximize current income; long-term capital appreciation is a secondary objective. Under normal market conditions, the fund seeks to achieve its investment objectives by investing at least 80% of its total assets in a multi-sector portfolio of income producing securities of varying maturities. Derivative investments that provide exposure to debt securities or have similar economic characteristics may be used to satisfy the fund's 80% policy.

Largest Holdings

Amount Holding
10.74% 5 Year Treasury Note Future June 20
6.10% 2 Year Treasury Note Future June 20
2.89% Voya Floating Rate P
1.86% FHLMC Pc Prepay Prm 30 4%
1.69% United States Treasury Notes 0.38%
1.28% United States Treasury Notes 0.63%
0.93% Voya Emerging Markets Hard Ccy Dbt P
0.82% Bcap Llc Trust 4.86%
0.79% United States Treasury Notes 1.63%
0.77% United States Treasury Notes 0.5%
0.64% United States Treasury Bonds 3.13%
0.58% PR MTG LN TR 2014-1 5.91%
0.56% United States Treasury Bonds 3%
0.56% United States Treasury Notes 1.5%
0.52% Federal National Mortgage Association 6.25%
0.52% Federal National Mortgage Association 3%
0.50% United States Treasury Bonds 2%
0.47% J.P. Morgan Chase Commercial Mortgage Securities Trust 5.54%
0.46% United States Treasury Notes 3%
0.45% Federal Home Loan Mortgage Corporation 3.89%
0.45% CHL Mortgage Pass-Through Trust 3.8%

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