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Wilshire Large Company Growth Instl (WLCGX)On Dec 30: 28.00  Up 0.04 (0.14%)  
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Profile  As of 30-Nov-09Get Profile for:
Wilshire Large Company Growth Instl
1299 Ocean Avenue Suite 700 King Of Prussia PA 19406
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Phone: 888-200-6796
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FUND OVERVIEW 
Category:Large Growth
Fund Family:Wilshire Mutual Funds
Net Assets:87.60M
Year-to-Date Return:30.02%
Yield:0.00%
Morningstar Rating:3 stars
Fund Inception Date:15-Jul-96
MORNINGSTAR STYLE BOX 
Large Growth
[View Category Definition]
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About the Morningstar Style Box
MANAGEMENT INFORMATION 
Thomas D. Stevens
Lead Manager since 01-Oct-92
Stevens, a principal, has been the chairman of LA Capital since 2002 and was the chief compliance officer of LA Capital until November 2007. Prior to co-founding L.A. Capital, Stevens was senior managing director and principal at Wilshire Associates. He joined Wilshire in 1980 and for six years directed its Equity Division. In 1986, Stevens assumed responsibility for Wilshire Asset Management and for the next 16 years headed that division. Stevens holds the Chartered Financial Analyst designation.
INVESTMENT INFORMATION 
Min Initial Investment:$250,000
Min Initial Investment, IRA:NaN
Min Initial Investment, AIP:$100
Min Subsequent Investment:$100,000
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:$100
WLCGX can be purchased from brokerages.
FUND SUMMARY 
The investment seeks to provide investment results of a portfolio of publicly traded common stocks of companies in the applicable sub-category of the Dow Jones Wilshire 5000 index. The fund invests in the large company growth segment of the U.S. equity market. It invests substantially all the assets in companies with the largest market capitalizations greater than approximately $890 million. The fund invests in companies that have above average earnings or sales growth histories and retention of earnings.
FUND OPERATIONS 
Last Dividend (29-Dec-04): 0.14
Last Cap Gain (23-Dec-08): 0.40
Annual Holdings Turnover 178.00%
Average for Category: 112.30%
FEES & EXPENSES 
ExpenseWLCGXCategory
Avg
Total Expense Ratio:% 1.33%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.43%
Max Deferred Sales Load:% 2.62%
3 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$670
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$1,047
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$2,062
* Per $10,000 invested


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