+Compare
DTLGX
Mutual Fund ticker: NASDAQ
AS OF
Loading...
Price
Loading...
Change
Loading...
Net Assets
223.62M

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 Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), NVIDIA Corp (NASDAQ:NVDA), Meta Platforms (NASDAQ:META), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH).

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”). The fund is non-diversified.

Market Cap

The average market capitalization across the Wilshire Large Company Growth Invmt MF is 940.74B. The market cap for tickers in the group ranges from 511.46B to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is UNH at 511.46B.

Volume

The average weekly volume growth across all stocks in the Wilshire Large Company Growth Invmt MF was 91%. For the same stocks of the MF, the average monthly volume growth was -29% and the average quarterly volume growth was -23%

Fundamental Analysis Ratings

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

Valuation Rating: 73
P/E Growth Rating: 36
Price Growth Rating: 28
SMR Rating: 38
Profit Risk Rating: 21
Seasonality Score: 8 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
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?
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
SDVKY20.280.46
+2.32%
Sandvik A B
CSPCY3.590.06
+1.70%
CSPC Pharmaceuticals Group Ltd
PGEZF0.13N/A
+1.28%
STILLWATER CRITICAL MINERALS Corp
SBGSF185.180.27
+0.14%
Schneider Electric Sa
ZPTAF5.59-0.08
-1.36%
Surge Energy

DTLGX and

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 78% 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%
N/A
RGAFX - DTLGX
78%
Closely correlated
+0.80%
RGACX - DTLGX
78%
Closely correlated
+0.79%
RGAEX - DTLGX
78%
Closely correlated
+0.79%
GFAFX - DTLGX
47%
Loosely correlated
+0.79%
GFACX - DTLGX
47%
Loosely correlated
+0.79%
More