Sector Allocation - HORMX
as of 04/30/2013
| Basic Materials | -- | |
|---|---|---|
| Consumer Cyclical | -- | |
| Financial Services | -- | |
| Real Estate | -- | |
| Consumer Defensive | -- | |
| Healthcare | -- | |
| Utilities | -- | |
| Communication Services | -- | |
| Energy | -- | |
| Industrials | -- | |
| Technology | -- |
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HORMX:NASDAQ
Wilshire VIT Equity – HORMX Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|---|---|---|
| 22.54 | -0.28 (-1.23%) | 18.26 - 23.05 | 0.0 |
Market data as of 6:05PM 06/19/13. Quotes are delayed by at least 15 min.
Overview - HORMX
The investment seeks long-term capital growth; conservation of principal and production of income is a secondary consideration. The fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities. It ordinarily invests in common stocks of domestic companies and in other affiliated and non-affiliated equity investment companies, including the Large Cap Core Plus Fund. The fund expects to invest 45% of its assets in the Large Cap Core Plus Fund. It may, at times, have minimal exposure to non-domestic companies which do not satisfy these criteria.
Growth of $10,000 (10 Years)
| Total Return | 8.39% |
|---|---|
| Yield (Trailing 12 Mo.) | -- |
| Expense Ratio | 1.46% |
| Front Load | None |
| Deferred Load | None |
| Minimum Investment | -- |
| Management Tenure | -- |
| Fund Inception | 12/30/1983 |
Trailing Total Returns - HORMX
as of 04/30/2013
| Timeframe | HORMX | S&P 500 | Large Blend |
|---|---|---|---|
| 1 Month | 1.15% | 2.34% | 2.31% |
| 3 Month | 5.12% | 8.22% | 7.59% |
| Year-to-Date | 10.30% | 15.37% | 14.31% |
| 1 Year | 11.90% | 27.28% | 25.42% |
| 3 Year | 9.01% | 16.87% | 13.55% |
| 5 Year | 1.64% | 5.43% | 2.90% |
| 10 Year | 5.72% | 7.58% | 5.94% |
| Since Inception | 8.39% | 10.42% | -- |
Asset Allocation - HORMX
as of 04/30/2013
| By Percent | Short | 0% | Long | Net | |
|---|---|---|---|---|---|
| Stock | -- | -- | -- | ||
| Bond | -- | -- | -- | ||
| Other | -- | -- | -- | ||
| Foreign Stock | -- | -- | -- | ||
| Foreign Bond | -- | -- | -- | ||
| Total | -- | -- | -- | ||
| Cash | -- | -- | -- | ||
| Total Net Assets | $199.62M |
|---|---|
| Total Stock Holdings | 182 |
| Total Bond Holdings | 0 |
Valuation & Growth - HORMX
as of 04/30/2013
| Valuation | HORMX | Category Range |
|---|---|---|
| Price/Earnings | 15.34 | |
| Price/Book | 2.04 | |
| Price/Sales | 1.08 | |
| Price/Cash Flow | 8.86 | |
| Dividend Yield | 1.93 | |
| LT Earnings | 10.52 | |
| Historical Earnings | 16.67 | |
| Sales Growth | 0.92 | |
| Cash-Flow Growth | 8.8 | |
| Book-Value Growth | 6.68 |
Key: Lo Hi
Morningstar Summary - HORMX, 3 Year
| Management Style | |||
|---|---|---|---|
| Large Cap | |||
| Medium Cap | |||
| Small Cap | |||
 |  |  |
| Rating | vs Category | |
|---|---|---|
| Overall |  | |
| Risk | Above Avg | |
| Return | Avg |
Key: Lo Hi
Tax Analysis - HORMX, 3 Year Avg
| Pretax Return | 9.01% |
|---|---|
| Tax-adjusted Return | -- |
| Tax Cost Ratio | -- |
| Potential Cap Gains | -- |
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