Wilshire Large Company Value Portfolio Investment Class Shares
DTLVX
NASDAQ
| Weiss Ratings | DTLVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | DTLVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Wilshire Mutual Funds | |||
| Manager/Tenure (Years) | Daniel Allen (13), Hal Reynolds (13), Thomas D. Stevens (13), 14 others | |||
| Website | http://www.advisor.wilshire.com | |||
| Fund Information | DTLVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Wilshire Large Company Value Portfolio Investment Class Shares | |||
| Category | Large Value | |||
| Sub-Category | US Equity Large Cap Value | |||
| 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 | DTLVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.64% | |||
| Dividend | DTLVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.74% | |||
| Asset Allocation | DTLVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | -7.22% | |||
| Stock | 80.66% | |||
| U.S. Stock | 74.37% | |||
| Non-U.S. Stock | 6.29% | |||
| Bond | 8.91% | |||
| U.S. Bond | 8.08% | |||
| Non-U.S. Bond | 0.83% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 17.66% | |||
| Price History | DTLVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -1.17% | |||
| 30-Day Total Return | -4.10% | |||
| 60-Day Total Return | -1.71% | |||
| 90-Day Total Return | 2.18% | |||
| Year to Date Total Return | 13.55% | |||
| 1-Year Total Return | 16.89% | |||
| 2-Year Total Return | 31.12% | |||
| 3-Year Total Return | 68.41% | |||
| 5-Year Total Return | 62.92% | |||
| Price | DTLVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | DTLVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $25.21 | |||
| 1-Month Low NAV | $25.05 | |||
| 1-Month High NAV | $26.54 | |||
| 52-Week Low NAV | $21.76 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $26.54 | |||
| 52-Week High Price (Date) | Sep 03, 2026 | |||
| Beta / Standard Deviation | DTLVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.87 | |||
| Standard Deviation | 12.45 | |||
| Balance Sheet | DTLVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 173.32M | |||
| Operating Ratios | DTLVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.30% | |||
| Turnover Ratio | 51.00% | |||
| Performance | DTLVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 24.19% | |||
| Last Bear Market Total Return | -13.28% | |||