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 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 12.61% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.84%.
