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Wilshire Large Company Growth Instl (WLCGX)

45.83 +0.48 (+1.06%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 45.35
  • YTD Return 14.10%
  • Expense Ratio 1.00%
  • Category Large Growth
  • Last Cap Gain 1.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 249.17M
  • Beta (5Y Monthly) 1.13
  • Yield 0.26%
  • 5y Average Return --
  • Holdings Turnover 66.00%
  • Last Dividend 0.13
  • Inception Date Jul 15, 1996

The fund invests, under normal circumstances, at least 80% of its net assets in common stock of companies with larger market capitalizations-within the market capitalization range and composition of the companies composing the Russell 1000® Index. It may invest a portion of its assets in equity securities of foreign companies traded in the U.S., including American Depositary Receipts (“ADRs”) and Global Depositary Receipts (“GDRs”). The fund is non-diversified.

Wilshire Mutual Funds

Fund Family

Large Growth

Fund Category

249.17M

Net Assets

1996-07-15

Inception Date

Performance Overview: WLCGX

Trailing returns as of 4/19/2024. Category is Large Growth.

YTD Return

WLCGX
14.10%
Category
12.38%
 

1-Year Return

WLCGX
41.59%
Category
41.70%
 

3-Year Return

WLCGX
9.80%
Category
22.56%
 

5-Year Return

WLCGX
15.92%
Category
21.98%
 

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Holdings: WLCGX

Top 8 Holdings (39.37% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 10.23%
NVDA
NVIDIA Corporation 6.79%
AMZN
Amazon.com, Inc. 6.18%
META
Meta Platforms, Inc. 4.69%
AAPL
Apple Inc. 4.21%
GOOG
Alphabet Inc. 3.00%
V
Visa Inc. 2.37%
LLY
Eli Lilly and Company 1.91%

Sector Weightings

SectorWLCGX
Technology   41.15%
Healthcare   14.74%
Industrials   5.50%
Energy   0.24%
Utilities   0.05%
Real Estate   0.00%

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