Wilshire Large Company Value Portfolio Fund Class Institutional
WLCVX
NASDAQ
Weiss Ratings | WLCVX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Good | |||
Risk Grade | B | |||
Company Info | WLCVX-NASDAQ | Click to Compare |
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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 Compare |
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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 Compare |
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Dividend Yield | 1.26% | |||
Dividend | WLCVX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 2.18% | |||
Asset Allocation | WLCVX-NASDAQ | Click to Compare |
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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 Compare |
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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 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 | WLCVX-NASDAQ | Click to Compare |
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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 Compare |
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Beta | 0.95 | |||
Standard Deviation | 16.58 | |||
Balance Sheet | WLCVX-NASDAQ | Click to Compare |
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Total Assets | 165.85M | |||
Operating Ratios | WLCVX-NASDAQ | Click to Compare |
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Expense Ratio | 1.00% | |||
Turnover Ratio | 38.00% | |||
Performance | WLCVX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 15.80% | |||
Last Bear Market Total Return | -13.92% | |||