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DTLGX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$43.16
Change
+$0.46 (+1.08%)
Net Assets
256.65M

DTLGX Wilshire Large Company Growth Invmt Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V).

Industry description

The investment seeks capital appreciation. The fund invests, under normal circumstances, at least 80% of its net assets in common stock of companies with larger market capitalizations-within the market capitalization range and composition of the companies composing the Russell 1000® Index. It may invest a portion of its assets in equity securities of foreign companies traded in the U.S., including American Depositary Receipts (“ADRs”) and Global Depositary Receipts (“GDRs”).

Market Cap

The average market capitalization across the Wilshire Large Company Growth Invmt MF is 1.99T. The market cap for tickers in the group ranges from 573.25B to 3.3T. NVDA holds the highest valuation in this group at 3.3T. The lowest valued company is V at 573.25B.

Volume

The average weekly volume growth across all stocks in the Wilshire Large Company Growth Invmt MF was 111%. For the same stocks of the MF, the average monthly volume growth was 92% and the average quarterly volume growth was -31%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 81
P/E Growth Rating: 65
Price Growth Rating: 30
SMR Rating: 22
Profit Risk Rating: 12
Seasonality Score: -10 (-100 ... +100)
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A.I. Advisor
published General Information

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?
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DTLGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DTLGX has been closely correlated with RGAFX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if DTLGX jumps, then RGAFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DTLGX
1D Price
Change %
DTLGX100%
+1.08%
RGAFX - DTLGX
87%
Closely correlated
+0.90%
RGAEX - DTLGX
87%
Closely correlated
+0.91%
VIGRX - DTLGX
83%
Closely correlated
+1.05%
VIGAX - DTLGX
83%
Closely correlated
+1.06%
VIGIX - DTLGX
83%
Closely correlated
+1.05%
More