C
Wilshire Large Company Value Portfolio Fund Class Institutional WLCVX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings WLCVX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Good
Risk Grade B
Company Info WLCVX-NASDAQ Click to
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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 WLCVX-NASDAQ Click to
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Fund Name Wilshire Large Company Value Portfolio Fund Class Institutional
Category Large Value
Sub-Category US Equity Large Cap Value
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 WLCVX-NASDAQ Click to
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Dividend Yield 1.26%
Dividend WLCVX-NASDAQ Click to
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Dividend Yield (Forward) 2.18%
Asset Allocation WLCVX-NASDAQ Click to
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Cash -11.07%
Stock 84.98%
U.S. Stock 79.12%
Non-U.S. Stock 5.86%
Bond 9.23%
U.S. Bond 7.53%
Non-U.S. Bond 1.70%
Preferred 0.00%
Convertible 0.00%
Other Net 16.86%
Price History WLCVX-NASDAQ Click to
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7-Day Total Return 2.88%
30-Day Total Return 4.61%
60-Day Total Return 7.47%
90-Day Total Return 10.71%
Year to Date Total Return 7.42%
1-Year Total Return 13.78%
2-Year Total Return 31.36%
3-Year Total Return 49.39%
5-Year Total Return 99.40%
Price WLCVX-NASDAQ Click to
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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 --
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NAV WLCVX-NASDAQ Click to
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Nav $22.43
1-Month Low NAV $21.50
1-Month High NAV $22.43
52-Week Low NAV $18.61
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $24.10
52-Week High Price (Date) Nov 29, 2024
Beta / Standard Deviation WLCVX-NASDAQ Click to
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Beta 0.95
Standard Deviation 16.58
Balance Sheet WLCVX-NASDAQ Click to
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Total Assets 165.85M
Operating Ratios WLCVX-NASDAQ Click to
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Expense Ratio 1.00%
Turnover Ratio 38.00%
Performance WLCVX-NASDAQ Click to
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Last Bull Market Total Return 15.80%
Last Bear Market Total Return -13.92%