WILSHIRE FUNDS Fund Family

Return to Fund Listings

Fund Settlement Date Minimum Investment Amounts
Taxable Initial Taxable Subsequent Non-Taxable Initial Non-Taxable Subsequent
WILSHIRE LARGE COMPANY GROWTH PORT FD (DTLGX)
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1 $2,500.00 $100.00 $2,500.00 $100.00
WILSHIRE LARGE COMPANY VALUE PORT FD (DTLVX)
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1 $2,500.00 $100.00 $2,500.00 $100.00
WILSHIRE SMALL COMPANY GROWTH PORT FD (DTSGX)
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1 $2,500.00 $100.00 $2,500.00 $100.00
WILSHIRE SMALL COMPANY VALUE PORT FD (DTSVX)
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1 $2,500.00 $100.00 $2,500.00 $100.00
WILSHIRE 130/30 EQUITY CORE FD (WFIVX)
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1 $1,000.00 $100.00 $1,000.00 $100.00
WILSHIRE LARGE CAP CORE 130/30 FUND (WLCTX)
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1 $2,500.00 $100.00 $2,500.00 $100.00

Some funds charge fees to cover marketing, distribution and administrative expenses. These include marketing fees known as 12b-1 fees, as well as certain record keeping or shareholder services fees. Such fees are included in the funds’ overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.