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Wilshire Large Company Growth Portfolio Fund Class Institutional (WLCGX)

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57.65 +1.11    +1.96%
07/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 181.14M
Type:  Fund
Market:  United States
Issuer:  Wilshire Mutual Funds
Asset Class:  Equity
Wilshire Large Company Growth Instl 57.65 +1.11 +1.96%

WLCGX Overview

 
Find basic information about the Wilshire Large Company Growth Portfolio Fund Class Institutional mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add WLCGX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change44.12%
Prev. Close56.54
Risk Rating
TTM Yield0.29%
ROE33.90%
IssuerWilshire Mutual Funds
Turnover36%
ROA15.04%
Inception Date35261
Total Assets181.14M
Expenses1%
Min. Investment250,000
Market Cap325.57B
CategoryLarge Growth
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Wilshire Large Company Growth Portfolio Fund Class Institutional Analysis


Performance

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Condition

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%

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1038 1203 1346 1246 2019 3408
Fund Return 3.83% 20.31% 34.6% 7.6% 15.09% 13.04%
Place in category 300 455 366 441 442 378
% in Category 23 37 31 43 43 47

Top Equity Funds by Wilshire Mutual Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wilshire VIT Global Allocation Fund 492.01M 12.84 3.81 6.16
  Wilshire 5000 Index Invmt 231.53M 19.81 9.92 12.26
  Wilshire International Equity Instl 218.51M -0.29 2.29 5.49
  Wilshire Large Company Value Instl 170.5M 0.20 9.58 7.53
  Wilshire 5000 Index Portfolio Class 60.24M 20.01 10.12 12.55

Top Funds for Large Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Growth Fund Amer A 153.6B 22.40 4.47 13.21
  Fidelity Contrafund 128.94B 30.86 9.80 15.03
  Fidelity Contrafund K 128.94B 30.89 9.88 15.12
  Vanguard Growth Index Adm 84.02B 23.69 7.47 15.16
  JPMorgan Large Cap Growth R6 65.7B 26.92 9.12 17.38

Top Holdings

Name ISIN Weight % Last Change %
MS_TRS_RUSSELL 1000 GROWTH TOTAL RETURN INDEX - 17.16 - -
  Microsoft US5949181045 10.59 422.53 -0.68%
  NVIDIA US67066G1040 5.84 147.66 -0.82%
  Amazon.com US0231351067 5.19 209.18 -0.42%
  Apple US0378331005 4.76 227.21 -0.01%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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