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 (23), Daniel E. Allen (14), Hal W. Reynolds (14), 12 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 | 0.03% | |||
Dividend | WLCGX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 0.56% | |||
Asset Allocation | WLCGX-NASDAQ | Click to Compare |
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Cash | -9.77% | |||
Stock | 85.86% | |||
U.S. Stock | 81.72% | |||
Non-U.S. Stock | 4.14% | |||
Bond | 8.30% | |||
U.S. Bond | 7.02% | |||
Non-U.S. Bond | 1.28% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 15.61% | |||
Price History | WLCGX-NASDAQ | Click to Compare |
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7-Day Total Return | 1.61% | |||
30-Day Total Return | 5.46% | |||
60-Day Total Return | 14.08% | |||
90-Day Total Return | 25.22% | |||
Year to Date Total Return | 8.04% | |||
1-Year Total Return | 16.66% | |||
2-Year Total Return | 62.76% | |||
3-Year Total Return | 100.19% | |||
5-Year Total Return | 113.26% | |||
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 | $56.69 | |||
1-Month Low NAV | $54.12 | |||
1-Month High NAV | $57.20 | |||
52-Week Low NAV | $42.14 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $60.27 | |||
52-Week High Price (Date) | Dec 11, 2024 | |||
Beta / Standard Deviation | WLCGX-NASDAQ | Click to Compare |
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Beta | 1.11 | |||
Standard Deviation | 19.46 | |||
Balance Sheet | WLCGX-NASDAQ | Click to Compare |
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Total Assets | 279.08M | |||
Operating Ratios | WLCGX-NASDAQ | Click to Compare |
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Expense Ratio | 1.00% | |||
Turnover Ratio | 66.00% | |||
Performance | WLCGX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 25.54% | |||
Last Bear Market Total Return | -20.83% | |||