DTLVX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Wilshire Large Company Value Invmt (DTLVX) Ownership - Who owns Wilshire Large Company Value Invmt?

The investment seeks capital appreciation... Show more

Category: #Large Value

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

DTLVX

Net Assets

161M

Fund Existence

over 32 years

Turnover

50.00

Total Expense Ratio

1.30

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.32

Assets in Top Ten Holdings

49.3M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

3.78M

Fund Type

OpenEnd

Index Fund

Management Fee

0.75

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

527.00

Number of Net Holdings

534.00

Number of Short Holdings

7.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

33.33%

Gain YTD

0.803

Annual Yield % from dividends

0.74

Returns for 1 year

-1.47

Returns for 3 years

0.74

Returns for 5 years

66.89

Returns for 10 years

11.28

View a ticker or compare two or three

Compare

Ad is loading...

A.I.Advisor

published price charts

A.I. Advisor

published General Information

General Information

Category LargeValue

Profile

Fundamentals

Details