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% | |||