Wilshire Large Company Growth Portfolio Fund Class Institutional
WLCGX
NASDAQ
| Weiss Ratings | WLCGX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | WLCGX-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 | WLCGX-NASDAQ | Click to Compare |
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| Fund Name | Wilshire Large Company Growth Portfolio Fund Class Institutional | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jul 15, 1996 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250,000.00 | |||
| Minimum Subsequent Investment | 100,000.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | WLCGX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.11% | |||
| Dividend | WLCGX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.58% | |||
| Asset Allocation | WLCGX-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 | WLCGX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -3.49% | |||
| 30-Day Total Return | -7.14% | |||
| 60-Day Total Return | -5.18% | |||
| 90-Day Total Return | -5.34% | |||
| Year to Date Total Return | 2.46% | |||
| 1-Year Total Return | 1.50% | |||
| 2-Year Total Return | 33.98% | |||
| 3-Year Total Return | 89.65% | |||
| 5-Year Total Return | 62.32% | |||
| Price | WLCGX-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 | WLCGX-NASDAQ | Click to Compare |
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| Nav | $54.88 | |||
| 1-Month Low NAV | $54.13 | |||
| 1-Month High NAV | $60.12 | |||
| 52-Week Low NAV | $46.27 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $65.34 | |||
| 52-Week High Price (Date) | Nov 10, 2025 | |||
| Beta / Standard Deviation | WLCGX-NASDAQ | Click to Compare |
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| Beta | 1.19 | |||
| Standard Deviation | 18.09 | |||
| Balance Sheet | WLCGX-NASDAQ | Click to Compare |
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| Total Assets | 269.53M | |||
| Operating Ratios | WLCGX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.00% | |||
| Turnover Ratio | 104.00% | |||
| Performance | WLCGX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 27.77% | |||
| Last Bear Market Total Return | -20.83% | |||