EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • March 1st, 2021 • Wilshire Mutual Funds Inc
EXPENSE LIMITATION AGREEMENT (the “Agreement”), effective as of January 8, 2021 by and between Wilshire Advisors, LLC, a California limited liability company (the “Adviser”) and Wilshire Mutual Funds, Inc. (the “Company”), on behalf of the Wilshire Income Opportunities Fund (the “Fund”).
AMENDED INVESTMENT SUB-ADVISORY AGREEMENTSub-Advisory Agreement • March 1st, 2021 • Wilshire Mutual Funds Inc • California
This Investment Sub-Advisory Agreement (“Agreement”) is made as of the 8th day of January, 2021 (the “Effective Date”) by and between Wilshire Advisors, LLC (formerly “Wilshire Associates Incorporated”), a California limited lability company (“Adviser”), and WCM Investment Management, a registered investment adviser (“Sub-Adviser”).
EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • March 1st, 2021 • Wilshire Mutual Funds Inc
EXPENSE LIMITATION AGREEMENT (the “Agreement”), effective as of January 8, 2021, by and between Wilshire Advisors, LLC, a California limited liability company (the “Adviser”) and Wilshire Mutual Funds, Inc. (the “Company”) on behalf of the Small Company Growth Portfolio and the Small Company Value Portfolio (each a “Fund” and collectively, the “Funds”).
INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • March 1st, 2021 • Wilshire Mutual Funds Inc • California
This Investment Advisory Agreement (the “Agreement”) is made as of January 8, 2021 between WILSHIRE MUTUAL FUNDS, INC., a Maryland corporation (herein called the “Company”) and WILSHIRE ADVISORS, LLC (formerly Wilshire Associates Incorporated), a California limited liability company (herein called the “Advisor”).
INVESTMENT SUB-ADVISORY AGREEMENTSub-Advisory Agreement • March 1st, 2021 • Wilshire Mutual Funds Inc • California
This Investment Sub-Advisory Agreement ("Agreement") is made as of the 8th day of January, 2021 (the “Effective Date”) by and between Wilshire Advisors, LLC (formerly “Wilshire Associates Incorporated”), a California limited liability company ("Adviser") and Los Angeles Capital Management LLC (formerly “Los Angeles Capital Management and Equity Research, Inc.”), a California limited liability company ("Sub-Adviser").
INVESTMENT SUB-ADVISORY AGREEMENTSub-Advisory Agreement • March 1st, 2021 • Wilshire Mutual Funds Inc • California
This Investment Sub-Advisory Agreement (“Agreement”) is made as of the 20th day of January, 2021 (the “Effective Date”) by and between Wilshire Advisors, LLC (formerly Wilshire Associates Incorporated), a California limited liability company (“Adviser”), and Massachusetts Financial Services Company (d/b/a MFS Investment Management), an U.S. registered investment adviser and a Delaware corporation (“Sub-Adviser”).
LOAN AGREEMENTLoan Agreement • March 1st, 2021 • Wilshire Mutual Funds Inc • Ohio
This LOAN AGREEMENT (as amended, restated, supplemented or otherwise modified from time to time, the “Agreement”) is made and entered into effective as of the 8th day of January, 2021 by and between WILSHIRE MUTUAL FUNDS, INC., a Maryland corporation (the “Corporation”), and WILSHIRE VARIABLE INSURANCE TRUST, a Delaware statutory trust (the “Trust”), but not given individually but solely on behalf of their Funds as set forth on Exhibit A, separately and not jointly (each such Fund a “Borrower” or “Borrowing Fund” and collectively the “Borrowers” or “Borrowing Funds”), with the address of both the Corporation and the Trust at 1299 Ocean Avenue, Suite 700, Santa Monica, California 90401, and U.S. BANK NATIONAL ASSOCIATION, a national banking association with its address at 425 Walnut Street, Cincinnati, Ohio 45202 (the “Bank”).
TRANSFER AGENT SERVICING AGREEMENTTransfer Agent Servicing Agreement • March 1st, 2021 • Wilshire Mutual Funds Inc • Delaware
THIS AGREEMENT is made and entered into effective as of June 1, 2020 by and between WILSHIRE MUTUAL FUNDS, INC., a Maryland corporation (the “Corporation”) and U.S. BANCORP FUND SERVICES, LLC d/b/a U.S. Bank Global Fund Services, a Wisconsin limited liability company (“USBFS”).
