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WLCGX
Mutual Fund ticker: NASDAQ
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CHANGE
NET ASSETS

Wilshire Large Company Growth Instl (WLCGX) Ownership - Who owns Wilshire Large Company Growth Instl?

The investment seeks capital appreciation... Show more

Category: #Large Growth

Profile

Category
Large Growth
Address
Wilshire Mutual Funds Inc1299 Ocean Avenue Suite 700King of Prussia
Phone
N/A
Web
https://advisor.wilshire.com/ProductsServices/MutualFunds.aspx?

Details

Group
Domestic Stock Funds
Category
Large Growth
Total Expense Ratio
1.00
Min. Initial Investment
250000.00
Fund Existence
over 28 years
Turnover
66.00
Front Load
N/A
Net Assets
238198600.00
Manager Tenure
N/A

Fundamentals

WLCGX
Net Assets
238M
Fund Existence
over 28 years
Turnover
66.00
Total Expense Ratio
1.00
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
250000
Min. Initial Investment IRA
N/A
Morningstar Category
Large Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.01
Assets in Top Ten Holdings
147M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
169M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.75
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
343.00
Number of Net Holdings
350.00
Number of Short Holdings
7.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
62.73%
Gain YTD
-8.367
Annual Yield % from dividends
0.04
Returns for 1 year
-0.48
Returns for 3 years
3.57
Returns for 5 years
32.73
Returns for 10 years
15.20
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General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Wilshire Mutual Funds Inc1299 Ocean Avenue Suite 700King of Prussia
Phone
N/A
Web
https://advisor.wilshire.com/ProductsServices/MutualFunds.aspx?