Wilshire Large Company Growth Portfolio Investment Class Shares
DTLGX
NASDAQ
| Weiss Ratings | DTLGX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | DTLGX-NASDAQ | Click to Compare |
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| Provider | Wilshire Mutual Funds | |||
| Manager/Tenure (Years) | Thomas D. Stevens (23), Daniel E. Allen (14), Hal W. Reynolds (14), 12 others | |||
| Website | http://www.advisor.wilshire.com | |||
| Fund Information | DTLGX-NASDAQ | Click to Compare |
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| Fund Name | Wilshire Large Company Growth Portfolio Investment Class Shares | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Sep 30, 1992 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | DTLGX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | DTLGX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.51% | |||
| Asset Allocation | DTLGX-NASDAQ | Click to Compare |
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| Cash | -6.87% | |||
| Stock | 83.67% | |||
| U.S. Stock | 79.14% | |||
| Non-U.S. Stock | 4.53% | |||
| Bond | 7.61% | |||
| U.S. Bond | 6.76% | |||
| Non-U.S. Bond | 0.85% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 15.59% | |||
| Price History | DTLGX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.36% | |||
| 30-Day Total Return | 2.65% | |||
| 60-Day Total Return | 4.13% | |||
| 90-Day Total Return | 9.46% | |||
| Year to Date Total Return | 13.58% | |||
| 1-Year Total Return | 29.61% | |||
| 2-Year Total Return | 66.03% | |||
| 3-Year Total Return | 101.35% | |||
| 5-Year Total Return | 94.92% | |||
| Price | DTLGX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | DTLGX-NASDAQ | Click to Compare |
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| Nav | $48.33 | |||
| 1-Month Low NAV | $47.57 | |||
| 1-Month High NAV | $49.38 | |||
| 52-Week Low NAV | $34.14 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $49.96 | |||
| 52-Week High Price (Date) | Dec 11, 2024 | |||
| Beta / Standard Deviation | DTLGX-NASDAQ | Click to Compare |
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| Beta | 1.10 | |||
| Standard Deviation | 18.21 | |||
| Balance Sheet | DTLGX-NASDAQ | Click to Compare |
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| Total Assets | 271.68M | |||
| Operating Ratios | DTLGX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.30% | |||
| Turnover Ratio | 66.00% | |||
| Performance | DTLGX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 25.30% | |||
| Last Bear Market Total Return | -20.90% | |||