WIORX

About WIORX

Wilshire Income Opportunities Fund is an open-end mutual fund focused on maximizing current income as its primary investment objective, with long-term capital appreciation serving as a secondary goal. Established in 2016, the fund employs a diversified approach by allocating assets primarily to fixed income securities, including bonds, which make up the vast majority of its portfolio. In addition, the fund may invest up to 10% of its assets in convertible securities, preferred stocks, and dividend-paying common stocks in order to enhance potential returns and provide broader exposure across income-generating asset classes. Managed by Wilshire Mutual Funds, the fund is designed for investors seeking regular income, with dividend distributions made quarterly. The fund is also characterized by an actively managed strategy, as reflected by its relatively high portfolio turnover. Its structure allows smaller or individual investors access to institutional investment strategies, aiming to offer income and diversification across credit and equity markets while focusing on risk management and professional allocation.