• FirefoxUpgrade to the new Firefox »
  •  Dow Up 0.15% Nasdaq Up 0.36%

    Wilshire Large Company Value Instl (WLCVX)

    21.57 Down 2.19(9.22%) Dec 19
    Prev Close:23.76
    YTD Return*:10.10%
    Net Assets*:122.89M
    Yield*:0.78%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for WLCVX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    XOM3.36-4.26
    BAC2.7410.60
    JPM2.677.11
    HPQ2.4340.87
    C2.124.39

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:122.89M
    Category:Large Value
    Annual Report Expense Ratio (net):0.95%

    Performance & Risk

    YTD Return:10.10%
    5y Avg Return:14.57%
    Rank in Category (ytd):58
    % Rank in Category (ytd):4.49%
    Beta (3y):1.12
    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback