EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • May 1st, 2017 • Wilshire Mutual Funds Inc
DISTRIBUTION AGREEMENTDistribution Agreement • May 1st, 2017 • Wilshire Mutual Funds Inc • Delaware
This Agreement, dated October 1, 2016 is between Wilshire Variable Insurance Trust (the “Trust”), a Delaware statutory trust, Wilshire Mutual Funds, Inc. (the Company”), a Maryland corporation (the Trust and the Company are referred to herein as a “Fund Company” and collectively as the “Fund Companies”), and Ultimus Fund Distributors, LLC (“Distributor”), a limited liability company organized under the laws of the State of Ohio.
SECURITIES LENDING AUTHORIZATION AGREEMENTSecurities Lending Authorization Agreement • May 1st, 2017 • Wilshire Mutual Funds Inc • Illinois
This Agreement is by and among WILSHIRE MUTUAL FUNDS, INC. an open-end management investment company registered under the Investment Company Act of 1940 (herein referred to as the "Company"), on behalf of its existing and future separate investment portfolios or series identified on Schedule 1 hereto (as may be amended in writing from time to time, herein referred to each as a "Lending Fund"), WILSHIRE ASSOCIATES INCORPORATED, Adviser to the Lending Funds, and THE NORTHERN TRUST COMPANY, the custodian of each of the Lending Funds (herein referred to as "Agent"), and governs the lending of U.S. and non-U.S. securities ("Securities") by Agent as agent of any Lending Fund from one or more accounts of such Lending Fund in the custody of Agent. This Agreement includes as attachments Schedule A, the Borrower Schedule attached thereto, Schedule B (Collateral Guidelines), Schedule C (the Fee Schedule), and the current prospectus for the Northern Institutional Funds' Liquid Assets Portfolio at
MASTER SERVICES AGREEMENTMaster Services Agreement • May 1st, 2017 • Wilshire Mutual Funds Inc • Delaware
This Agreement, dated October 1, 2016 (the “Effective Date”) is betweenWilshire Variable Insurance Trust (the “Trust”), a Delaware statutory trust, Wilshire Mutual Funds, Inc. (the “Company”), a Maryland corporation (the Trust and the Company are referred to herein as a “Fund Company” and collectively as the “Fund Companies”) and Ultimus Fund Solutions, LLC (“Ultimus”), a limited liability company organized under the laws of the State of Ohio.
EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • May 1st, 2017 • Wilshire Mutual Funds Inc
EXPENSE LIMITATION AGREEMENT (the “Agreement”), effective as of May 1, 2017, by and between Wilshire Associates Incorporated, a California corporation (the “Adviser”) and Wilshire Mutual Funds, Inc. (the “Company”), on behalf of the Wilshire Income Opportunities Fund (the “Fund”).
SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • May 1st, 2017 • Wilshire Mutual Funds Inc • Colorado
This Shareholder Services Agreement (the “Agreement”) is made and entered into as of October 1, 2016, by Trust Company of America, a State Chartered Trust Company (“Service Provider”) with its principal office at 7103 S. Revere Pkwy., Centennial, CO 80112 and Wilshire Mutual Funds, Inc., (“Fund Company”), having an address at 1299 Ocean Avenue, Suite 700, Santa Monica, California 90401.
FIRST AMENDMENT TO SECURITIES LENDING AUTHORIZATION AGREEMENT Among WILSHIRE MUTUAL FUNDS, INC.,WILSHIRE ASSOCIATES INCORPORATED, and THE NORTHERN TRUST COMPANY, dated January 23, 2012Securities Lending Authorization Agreement • May 1st, 2017 • Wilshire Mutual Funds Inc
EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • May 1st, 2017 • Wilshire Mutual Funds Inc
EXPENSE LIMITATION AGREEMENT (the “Agreement”), effective as of May 1, 2017 by and between Wilshire Associates Incorporated, a California corporation (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”).
SECOND AMENDMENT TO SECURITIES LENDING AUTHORIZATION AGREEMENT Among WILSHIRE MUTUAL FUNDS, INC., WILSHIRE ASSOCIATES INCORPORATED, and THE NORTHERN TRUST COMPANYSecurities Lending Authorization Agreement • May 1st, 2017 • Wilshire Mutual Funds Inc
THIRD AMENDMENT TO SECURITIES LENDING AUTHORIZATION AGREEMENTSecurities Lending Authorization Agreement • May 1st, 2017 • Wilshire Mutual Funds Inc
Distribution Services Addendum For Wilshire Variable Insurance Trust Wilshire Mutual Funds, Inc.Distribution Services Addendum • May 1st, 2017 • Wilshire Mutual Funds Inc
This Distribution Services Addendum, dated October 1, 2016 is between Wilshire Variable Insurance Trust (the “Trust”), a Delaware statutory trust, Wilshire Mutual Funds, Inc. (the “Company”), a Maryland corporation (the Trust and the Company are referred to herein as a “Fund Company” and collectively as the “Fund Companies”), on behalf of the Funds listed on Schedule A to Distribution Agreement, dated October 1, 2016, and Ultimus Fund Distributors, LLC (“Ultimus”).
