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Wilshire US REIT ETF – WREI ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
46.89-0.09 (-0.19%)38.21 - 50.00436.0 (Below Avg)

Market data as of 3:16PM 03/27/15. Quotes are delayed by at least 15 min.

Overview - WREI

The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of an equity index called the Wilshire US Real Estate Investment Trust IndexSM. The fund will invest at least 80% of total assets in equity securities that comprise the Wilshire US REIT. The Wilshire US REIT is a rules-based index comprised of approximately 108 securities, which may include securities of companies of all categories of market capitalizations. The Wilshire US REIT is comprised primarily of real estate investment trusts and is derived from the broader Wilshire 5000 Total Market IndexSM.

Previous Close46.98
Day's Range46.89 - 46.89
Avg Volume (10 Day)1.2K
Total Assets$21.03M
Expense Ratio0.33%
Yield (Trailing 12 Mo.)2.35%
Fund Inception03/09/2010

Trailing Total Returns - WREI

as of 02/28/2015
TimeframeWREIS&P 500Real Estate
1 Month-3.49%5.75%-2.55%
3 Month4.65%2.31%3.76%
1 Year23.80%15.51%20.24%
3 Year15.14%18.00%14.48%
5 Year--16.18%16.14%
10 Year--7.99%8.64%
Since Inception16.38%10.71%--

Stock Sector Allocation - WREI

as of 02/28/2015
Basic Materials 0.00%
Consumer Cyclical 0.00%
Financial Services 0.00%
Real Estate
Consumer Defensive 0.00%
Healthcare 0.00%
Utilities 0.00%
Communication Services 0.00%
Energy 0.00%
Industrials 0.00%
Technology 0.00%

Top Ten Holdings - WREI

as of 02/28/2015
CompanyYTD Return% of Assets

Valuation & Growth - WREI

as of 02/28/2015
ValuationWREICategory Range
Price/Cash Flow--
Dividend Yield3.75
LT Earnings6.35
Historical Earnings25.96
Sales Growth1.9
Cash-Flow Growth13.38
Book-Value Growth3.11
Key:  Lo 

Morningstar Summary - WREI, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
RiskAbove Avg
ReturnAbove Avg
Key:  Lo 

Risk Analysis - WREI, 3 Year

Standard Deviation13.54
Sharpe Ratio1.11

Tax Analysis - WREI, 3 Year Avg

Pretax Return15.14%
Tax-adjusted Return13.74%
Tax Cost Ratio1.22%
Potential Cap Gains19.96%

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