About DTLGX
The Wilshire Large Company Growth Portfolio Investment Class is a mutual fund designed to provide investors with exposure to the large-cap growth segment of the U.S. equity market. This fund primarily seeks capital appreciation by investing at least 80% of its net assets in common stocks of companies with larger market capitalizations, aligned with the composition of the Russell 1000 Growth Index. Its investment strategy targets companies that exhibit above-average earnings, cash flow growth, or sales growth, and a strong retention of earnings, characteristics often associated with higher price-to-earnings ratios.
The fund's portfolio is notably concentrated in sectors such as information technology, healthcare, consumer discretionary, and communication services. As of the latest data, the fund holds a wide array of large, market-leading companies, including prominent names like NVIDIA, Microsoft, Amazon, Apple, and Meta Platforms. With an inception date of September 30, 1992, the fund has a long-standing track record and operates as a non-diversified mutual fund, periodically including select foreign securities through ADRs and GDRs when appropriate.
Fund Family Wilshire Mutual Funds
Category Large-Cap Growth
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol DTLGX
Share Class Investment Class
Index Russell 1000 Growth TR
DTLGX had a total return of -1.95% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.67%.
