Wilshire Income Opportunities FundWIORX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$181.2M
Expense ratio
1.15%
1-year return
+4.5%
3 years, a year
+4.7%
5 years, a year
+1.0%
Holdings
1,648
What it aims to do.
The Wilshire Income Opportunities Funds (the Income Fund or the Portfolio) primary investment objective is to maximize current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Voya VACS Series HYB Fund | 2.52% |
| US Treasury N/B | 1.67% |
| Fannie Mae | 1.48% |
| US Treasury N/B | 1.18% |
| Voya VACS Series EMHCD Fund | 1.10% |
| Freddie Mac | 0.84% |
| Government National Mortgage A | 0.68% |
| Progress Residential Trust | 0.60% |
| Freddie Mac | 0.57% |
| Verus Securitization Trust | 0.55% |
More on WIORX.
- WIORX overview
- WIORX holdings
- WIORX risk
- WIORX costs
- WIORX money in and out
- WIORX share classes
- Compare WIORX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.