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DTLVX Wilshire Large Company Value Invmt Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Bank of America Corp (NYSE:BAC), Wells Fargo & Co (NYSE:WFC), Workday (NASDAQ:WDAY), American International Group (NYSE:AIG).

Industry description

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

Market Cap

The average market capitalization across the Wilshire Large Company Value Invmt MF is 1.02T. The market cap for tickers in the group ranges from 39.94B to 4.52T. AAPL holds the highest valuation in this group at 4.52T. The lowest valued company is AIG at 39.94B.

Volume

The average weekly volume growth across all stocks in the Wilshire Large Company Value Invmt MF was -25%. For the same stocks of the MF, the average monthly volume growth was -27% and the average quarterly volume growth was -53%

Fundamental Analysis Ratings

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

Valuation Rating: 52
P/E Growth Rating: 56
Price Growth Rating: 37
SMR Rating: 39
Profit Risk Rating: 49
Seasonality Score: -34 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
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?
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DTLVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DTLVX has been closely correlated with RMEBX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if DTLVX jumps, then RMEBX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DTLVX
1D Price
Change %
DTLVX100%
N/A
RMEBX - DTLVX
94%
Closely correlated
-0.03%
RMFEX - DTLVX
94%
Closely correlated
-0.03%
RMFCX - DTLVX
94%
Closely correlated
-0.03%
DODGX - DTLVX
88%
Closely correlated
-0.05%
DOXGX - DTLVX
87%
Closely correlated
-0.05%
More
Wilshire Large Company Value Invmt (DTLVX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com