WLCVX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Wilshire Large Company Value Instl (WLCVX) Ownership - Who owns Wilshire Large Company Value Instl?

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

WLCVX

Net Assets

152M

Fund Existence

almost 29 years

Turnover

50.00

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 Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.05

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

148M

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

-4.071

Annual Yield % from dividends

1.32

Returns for 1 year

-3.83

Returns for 3 years

-0.44

Returns for 5 years

42.76

Returns for 10 years

6.84

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Category LargeValue

Profile

Fundamentals

Details