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Wilshire Large Company Growth Instl (WLCGX)

55.40
+0.16
+(0.29%)
At close: February 14 at 8:02:16 PM EST
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DELL
  • Previous Close 55.24
  • YTD Return 3.05%
  • Expense Ratio 1.00%
  • Category Large Growth
  • Last Cap Gain 1.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 255.37M
  • Beta (5Y Monthly) 1.12
  • Yield 0.04%
  • 5y Average Return --
  • Holdings Turnover 66.00%
  • Last Dividend 0.02
  • 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”).

Wilshire Mutual Funds

Fund Family

Large Growth

Fund Category

255.37M

Net Assets

1996-07-15

Inception Date

Performance Overview: WLCGX

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Trailing returns as of 2/13/2025. Category is Large Growth.

YTD Return

WLCGX
3.05%
Category
12.38%
 

1-Year Return

WLCGX
35.41%
Category
41.70%
 

3-Year Return

WLCGX
14.25%
Category
22.56%
 

5-Year Return

WLCGX
17.91%
Category
21.98%
 

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Holdings: WLCGX

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Sector Weightings

SectorWLCGX
Technology   43.43%
Industrials   7.02%
Healthcare   7.02%
Utilities   1.16%
Energy   0.47%
Real Estate   0.05%

Recent News: WLCGX

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Research Reports: WLCGX

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