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Wilshire Large Company Value Portfolio Fund Class Institutional (WLCVX)

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23.89 +0.21    +0.89%
22/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 169.55M
Type:  Fund
Market:  United States
Issuer:  Wilshire Mutual Funds
Asset Class:  Equity
Wilshire Large Company Value Instl 23.89 +0.21 +0.89%

WLCVX Overview

 
Find basic information about the Wilshire Large Company Value Portfolio Fund Class Institutional mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add WLCVX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change24.3%
Prev. Close23.68
Risk Rating
TTM Yield0.85%
ROE19.58%
IssuerWilshire Mutual Funds
Turnover27%
ROA6.43%
Inception Date35261
Total Assets169.55M
Expenses1%
Min. Investment250,000
Market Cap56.16B
CategoryLarge Value
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1002 1148 1090 1316 1484 2067
Fund Return 0.2% 14.75% 9.04% 9.58% 8.21% 7.53%
Place in category 791 332 322 689 872 696
% in Category 62 30 31 62 80 85

Top Equity Funds by Wilshire Mutual Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wilshire VIT Global Allocation Fund 488.77M 12.84 3.81 6.16
  Wilshire 5000 Index Invmt 232.33M 19.81 9.92 12.26
  Wilshire International Equity Instl 213M -0.29 2.29 5.49
  Wilshire Large Company Growth Instl 181.3M 3.83 7.60 13.04
  Wilshire 5000 Index Portfolio Class 60.65M 20.01 10.12 12.55

Top Funds for Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dodge & Cox Stock 68B 15.98 8.60 11.25
  Vanguard Equity-Income Adm 53.42B 15.14 8.73 10.28
  Vanguard Windsor II Admiral 49.3B 14.13 7.13 10.64
  American Funds American Mutual A 42.31B 16.17 8.16 9.70
  Vanguard Value Index Adm 38.02B 17.31 9.16 10.42

Top Holdings

Name ISIN Weight % Last Change %
MS_TRS_RUSSELL 1000 VALUE INDEX TOTAL RETURN - 17.11 - -
Voya VACS Series SC - 2.69 - -
  Microsoft US5949181045 1.60 417.00 +1.00%
  Wells Fargo&Co US9497461015 1.36 75.96 +1.51%
  Citigroup US1729674242 1.29 69.84 +1.29%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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