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Nasdaq - Delayed Quote USD
Wilshire Large Company Value Portfolio (DTLVX)
20.52
-0.97
(-4.51%)
At close: 8:03:44 PM EDT
Investment Information
- Min Initial Investment
- 250,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 1
- Min Subsequent Investment
- 100
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Mid Atlantic Capital Corp
- (Junk)CommonWealth PPS
- RBC Wealth Management-Advisory Eligible
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- TD Ameritrade Institutional
- ADP Access
- Mid Atlantic Capital Group
- Securities America Advisors
- ADP Access Open Fund Architecture
- Securities America Inc.
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- ADP Advisor Access Tier 0
- Avantax
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
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”).
Fund Overview
| Category | Large Value |
| Fund Family | Wilshire Mutual Funds |
| Net Assets | 165.8M |
| YTD Return | 4.16% |
| Yield | 0.72% |
| Morningstar Rating | |
| Inception Date | Jul 15, 1996 |
Performance & Risk
| YTD Return | 1.51% |
| 5y Average Return | 17.24% |
| Rank in Category (ytd) | 61 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
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