Wilshire Large Company Growth Instl
1299 Ocean Avenue Suite 700 King Of Prussia PA 19406
Map
Phone: 888-200-6796
| Category: | Large Growth | | Fund Family: | Wilshire Mutual Funds | | Net Assets: | 87.60M | | Year-to-Date Return: | 30.02% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Jul-96 |
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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. |
| 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 |
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| 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. |
| 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% |
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| Expense | WLCGX | Category
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 |
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0.03% Nasdaq 0.00%
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