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WLCVX
Mutual Fund ticker: NASDAQ
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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

Profile

Category
Large Value
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 Value
Total Expense Ratio
1.00
Min. Initial Investment
250000.00
Fund Existence
almost 29 years
Turnover
38.00
Front Load
N/A
Net Assets
158857340.00
Manager Tenure
N/A

Fundamentals

WLCVX
Net Assets
159M
Fund Existence
almost 29 years
Turnover
38.00
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
1.03
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
No
Fund Share Class Net Assets
155M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.75
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
504.00
Number of Net Holdings
511.00
Number of Short Holdings
7.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
29.59%
Gain YTD
1.197
Annual Yield % from dividends
1.35
Returns for 1 year
0.22
Returns for 3 years
10.65
Returns for 5 years
46.10
Returns for 10 years
12.02
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General Information

Category LargeValue

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