WIORX Mutual Fund
WIORX Mutual Fund
Wilshire Income Opportunities Fund Investment Class
WIORX Mutual Fund Overview
WIORX Mutual Fund (Wilshire Income Opportunities Fund Investment Class) is managed by Wilshire with $158,647.54 in net assets. WIORX expense ratio is 1.15%, holding 1413 positions across sectors including Other, Financials, Industrials. Inception date: 2016-03-30.
WIORX performance shows a YTD return of -2.20%. The 1-year return is 3.12% and the 5-year return is 0.93%. WIORX dividend yield stands at 3.25%, paid quarterly.
WIORX top holdings include Treasury Bill 0% Oct 30, 2025 (2.9%), Voya Vacs Series Hyb Fund (2.5%), Government Of The United States Of America 1.375% 15-Nov-2040 (1.9%), Fannie Mae Remics (1.6%), Government Of The United States Of America 0.875% 15-Nov-2030 (1.4%). View all WIORX holdings, sector breakdown, or dividend history.
WIORX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WIORX alternatives are available via the screener, along with tax-loss harvesting opportunities.