C
Wilshire Large Company Growth Portfolio Fund Class Institutional WLCGX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings WLCGX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C
Company Info WLCGX-NASDAQ Click to
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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
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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
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Dividend Yield 0.03%
Dividend WLCGX-NASDAQ Click to
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Dividend Yield (Forward) 0.56%
Asset Allocation WLCGX-NASDAQ Click to
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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
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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
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
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52-Week High Price --
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NAV WLCGX-NASDAQ Click to
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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
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Beta 1.11
Standard Deviation 19.46
Balance Sheet WLCGX-NASDAQ Click to
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Total Assets 279.08M
Operating Ratios WLCGX-NASDAQ Click to
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Expense Ratio 1.00%
Turnover Ratio 66.00%
Performance WLCGX-NASDAQ Click to
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Last Bull Market Total Return 25.54%
Last Bear Market Total Return -20.83%