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Wilshire Large Company Value Portfolio (DTLVX)

21.49
+0.15
+(0.70%)
As of 8:08:44 AM EDT. Market Open.
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  • Previous Close 21.34
  • YTD Return 4.16%
  • Expense Ratio 1.30%
  • Category Large Value
  • Last Cap Gain 18.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 165.8M
  • Beta (5Y Monthly) 0.98
  • Yield 0.72%
  • 5y Average Return --
  • Holdings Turnover 38.00%
  • Last Dividend 0.17
  • Inception Date Jul 15, 1996

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

Wilshire Mutual Funds

Fund Family

Large Value

Fund Category

165.8M

Net Assets

1996-07-15

Inception Date

More about Wilshire Large Company Value Portfolio

Performance Overview: DTLVX

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Trailing returns as of 4/1/2025. Category is Large Value.

YTD Return

DTLVX
4.16%
Category
4.44%
 

1-Year Return

DTLVX
13.51%
Category
14.37%
 

3-Year Return

DTLVX
8.68%
Category
6.04%
 

5-Year Return

DTLVX
11.90%
Category
9.20%
 

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Holdings: DTLVX

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Sector Weightings

SectorDTLVX
Financial Services   22.77%
Technology   16.66%
Healthcare   16.12%
Industrials   12.07%
Consumer Defensive   6.68%
Energy   6.67%
Consumer Cyclical   6.04%
Utilities   3.63%
Basic Materials   3.55%
Communication Services   3.32%
Real Estate   2.49%
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Recent News: DTLVX

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Research Reports: DTLVX

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