Wilshire Large Company Value Portfolio Investment Class Shares
DTLVX
NASDAQ
| Weiss Ratings | DTLVX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | DTLVX-NASDAQ | Click to Compare |
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| 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 |
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| 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 |
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| Dividend Yield | 0.61% | |||
| Dividend | DTLVX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.84% | |||
| Asset Allocation | DTLVX-NASDAQ | Click to Compare |
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| Cash | -7.56% | |||
| Stock | 80.95% | |||
| U.S. Stock | 74.60% | |||
| Non-U.S. Stock | 6.35% | |||
| Bond | 8.99% | |||
| U.S. Bond | 8.14% | |||
| Non-U.S. Bond | 0.85% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 17.62% | |||
| Price History | DTLVX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.22% | |||
| 30-Day Total Return | 2.49% | |||
| 60-Day Total Return | 6.56% | |||
| 90-Day Total Return | 7.48% | |||
| Year to Date Total Return | 18.42% | |||
| 1-Year Total Return | 24.83% | |||
| 2-Year Total Return | 38.25% | |||
| 3-Year Total Return | 64.31% | |||
| 5-Year Total Return | 64.34% | |||
| Price | DTLVX-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 | DTLVX-NASDAQ | Click to Compare |
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| Nav | $26.29 | |||
| 1-Month Low NAV | $25.65 | |||
| 1-Month High NAV | $26.42 | |||
| 52-Week Low NAV | $21.76 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $26.42 | |||
| 52-Week High Price (Date) | Aug 28, 2026 | |||
| Beta / Standard Deviation | DTLVX-NASDAQ | Click to Compare |
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| Beta | 0.87 | |||
| Standard Deviation | 12.32 | |||
| Balance Sheet | DTLVX-NASDAQ | Click to Compare |
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| Total Assets | 188.09M | |||
| Operating Ratios | DTLVX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.30% | |||
| Turnover Ratio | 51.00% | |||
| Performance | DTLVX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 24.19% | |||
| Last Bear Market Total Return | -13.28% | |||