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 (24), Daniel Allen (15), Hal Reynolds (15), 13 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) | 0.58% | |||
| Asset Allocation | DTLGX-NASDAQ | Click to Compare |
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| Cash | -8.93% | |||
| Stock | 80.80% | |||
| U.S. Stock | 76.98% | |||
| Non-U.S. Stock | 3.82% | |||
| Bond | 10.96% | |||
| U.S. Bond | 10.17% | |||
| Non-U.S. Bond | 0.79% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 17.18% | |||
| Price History | DTLGX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -3.51% | |||
| 30-Day Total Return | -7.18% | |||
| 60-Day Total Return | -5.25% | |||
| 90-Day Total Return | -5.44% | |||
| Year to Date Total Return | 2.17% | |||
| 1-Year Total Return | 1.15% | |||
| 2-Year Total Return | 33.11% | |||
| 3-Year Total Return | 87.88% | |||
| 5-Year Total Return | 59.82% | |||
| 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 | $42.23 | |||
| 1-Month Low NAV | $41.65 | |||
| 1-Month High NAV | $46.28 | |||
| 52-Week Low NAV | $35.69 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $52.85 | |||
| 52-Week High Price (Date) | Nov 10, 2025 | |||
| Beta / Standard Deviation | DTLGX-NASDAQ | Click to Compare |
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| Beta | 1.19 | |||
| Standard Deviation | 18.09 | |||
| Balance Sheet | DTLGX-NASDAQ | Click to Compare |
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| Total Assets | 269.53M | |||
| Operating Ratios | DTLGX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.30% | |||
| Turnover Ratio | 104.00% | |||
| Performance | DTLGX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 27.43% | |||
| Last Bear Market Total Return | -20.90% | |||