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 E. Allen (12), Hal W. Reynolds (12), Thomas D. Stevens (12), 13 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 | 0.68% | |||
| Dividend | DTLVX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.11% | |||
| Asset Allocation | DTLVX-NASDAQ | Click to Compare |
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| Cash | -6.96% | |||
| Stock | 82.04% | |||
| U.S. Stock | 76.64% | |||
| Non-U.S. Stock | 5.40% | |||
| Bond | 8.27% | |||
| U.S. Bond | 6.82% | |||
| Non-U.S. Bond | 1.45% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 16.64% | |||
| Price History | DTLVX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.17% | |||
| 30-Day Total Return | 4.68% | |||
| 60-Day Total Return | 1.79% | |||
| 90-Day Total Return | 6.65% | |||
| Year to Date Total Return | 9.77% | |||
| 1-Year Total Return | 10.74% | |||
| 2-Year Total Return | 31.62% | |||
| 3-Year Total Return | 48.18% | |||
| 5-Year Total Return | 88.09% | |||
| 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 | $23.24 | |||
| 1-Month Low NAV | $22.41 | |||
| 1-Month High NAV | $23.37 | |||
| 52-Week Low NAV | $18.86 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $24.28 | |||
| 52-Week High Price (Date) | Nov 29, 2024 | |||
| Beta / Standard Deviation | DTLVX-NASDAQ | Click to Compare |
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| Beta | 0.97 | |||
| Standard Deviation | 15.97 | |||
| Balance Sheet | DTLVX-NASDAQ | Click to Compare |
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| Total Assets | 168.08M | |||
| Operating Ratios | DTLVX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.30% | |||
| Turnover Ratio | 38.00% | |||
| Performance | DTLVX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 15.61% | |||
| Last Bear Market Total Return | -13.28% | |||