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% | |||