WIORX Mutual Fund
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 $155,077.3 in net assets. WIORX expense ratio is 1.15%, holding 1639 positions across sectors including Financials, Energy, Industrials. Inception date: 2016-03-30.
WIORX performance shows a YTD return of 0.20%. The 1-year return is 1.66% and the 5-year return is 0.77%. WIORX dividend yield stands at 4.37%, paid quarterly.
WIORX top holdings include Voya Vacs Series Hyb Fund (2.7%), Treasury Bill Sep 10, 2026 (2.0%), Fannie Mae 6 03/01/2054 (1.5%), U.S. Treasury Notes, 2.750%, 07/31/2027 (1.4%), Voya Vacs Series Emhcd Fund (1.2%). Go to all WIORX holdings, WIORX sectors, or WIORX dividends.
WIORX can be compared against other funds. Use WIORX overlap to find shared positions, or WIORX vs another fund for a side-by-side view. WIORX alternatives are available via the screener, along with tax-loss harvesting opportunities.