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Wilshire Large Company Value Instl (WLCVX)

23.80 Up 0.08(0.34%) Nov 26
Prev Close:23.80
YTD Return*:7.96%
Net Assets*:120.94M
Yield*:0.79%

* As of 31-Oct-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for WLCVX at this time.

Top Holdings

Symbol% AssetsYTD Return %
XOM3.36-3.88
BAC2.7411.37
JPM2.676.77
HPQ2.4329.83
C2.122.69

Fund Basics

Morningstar Overall Rating:
Total Assets:120.94M
Category:Large Value
Annual Report Expense Ratio (net):0.95%

Performance & Risk

YTD Return:7.96%
5y Avg Return:15.30%
Rank in Category (ytd):57
% Rank in Category (ytd):4.39%
Beta (3y):1.13
Morningstar Risk Rating:4

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 Wilshire 5000 IndexSM. The fund focuses on the large company value segment of the U.S. equity market. The fund invests substantially all of its assets in the common stock companies with larger market capitalizations-generally greater than $10 billion at the time of purchase. The fund invests, generally, in companies with relatively low price to book value ratios, low price to earnings ratios and higher than average dividend yields (which means that their prices are low relative to the size of their dividends). View More
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