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WLCVX Wilshire Large Company Value Instl 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 Microsoft Corp (NASDAQ:MSFT), Wells Fargo & Co (NYSE:WFC), Citigroup (NYSE:C), Salesforce (NYSE:CRM), Elevance Health (NYSE:ELV), APA Corp (NASDAQ:APA).

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 Instl MF is 496.66B. The market cap for tickers in the group ranges from 12.09B to 2.78T. MSFT holds the highest valuation in this group at 2.78T. The lowest valued company is APA at 12.09B.

Volume

The average weekly volume growth across all stocks in the Wilshire Large Company Value Instl MF was 28%. For the same stocks of the MF, the average monthly volume growth was 100% and the average quarterly volume growth was 258%

Fundamental Analysis Ratings

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

Valuation Rating: 40
P/E Growth Rating: 53
Price Growth Rating: 42
SMR Rating: 38
Profit Risk Rating: 55
Seasonality Score: 9 (-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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WLCVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WLCVX 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 WLCVX jumps, then RMEBX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WLCVX
1D Price
Change %
WLCVX100%
N/A
RMEBX - WLCVX
94%
Closely correlated
-0.16%
RMFEX - WLCVX
94%
Closely correlated
-0.16%
RMFCX - WLCVX
94%
Closely correlated
-0.14%
FWMIX - WLCVX
82%
Closely correlated
-0.45%
AWSHX - WLCVX
76%
Closely correlated
-0.45%
More
Wilshire Large Company Value Instl (WLCVX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com