Wilshire Large Company Value Instl
1299 Ocean Avenue Suite 700 King Of Prussia PA 19406
Map
Phone: 888-200-6796
| Category: | Large Value | | Fund Family: | Wilshire Mutual Funds | | Net Assets: | 3.37M | | Year-to-Date Return: | 24.68% | | Yield: | 1.85% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Jul-96 |
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Antonio DeSpirito
Lead Manager since
01-May-06 | | | DeSpirito is a portfolio manager of Pzena Investment Management, LLC. He has been employed with the company since 1996. DeSpirito began his business career in 1993. |
| 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 value segment of the U.S. equity market. It invests all assets in companies with the largest market capitalizations greater than approximately $670 million. The fund invests in companies with relatively low price to book value ratios, low price to earnings ratios, and higher dividend yields. |
| Last Dividend
(29-Dec-08):
| 0.23 | | Last Cap Gain
(23-Dec-08):
| 0.00 | | Annual Holdings Turnover
| 183.00% | | Average for Category:
| 67.10% |
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| Expense | WLCVX | Category
Avg | | Total Expense Ratio: | 1.30%
| 1.27% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 412 | $635 | | 5 Yr Expense Projection*: |
$ 713 | $963 | | 10 Yr Expense Projection*: |
$ 1,568 | $1,849 |
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1.72% Nasdaq 
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