Wilshire Large Company Growth Portfolio Fund Class Institutional (WLCGX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
49.06
-0.37 (-0.75%)
May 6, 2025, 4:00 PM EDT
1.59% (1Y)
| Fund Assets | 231.63M |
| Expense Ratio | 1.00% |
| Min. Investment | $250,000 |
| Turnover | n/a |
| Dividend (ttm) | 5.76 |
| Dividend Yield | 11.73% |
| Dividend Growth | 4,444.94% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 26, 2024 |
| Previous Close | 49.43 |
| YTD Return | -6.50% |
| 1-Year Return | 12.40% |
| 5-Year Return | 110.43% |
| 52-Week Low | n/a |
| 52-Week High | n/a |
| Beta (5Y) | n/a |
| Holdings | 352 |
| Inception Date | Jul 15, 1996 |
About WLCGX
The Wilshire Large Company Growth Portfolio Fund Class Institutional (WLCGX) seeks to invest substantially all of its assets in equity securities of issuers within the universe of companies identified by Wilshire as large capitalization, growth companies.
Fund Family Wilshire Funds
Category Large Growth
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol WLCGX
Share Class Institutional Class
Index Russell 1000 Growth TR
Performance
WLCGX had a total return of 12.40% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.73%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| VWUAX | Vanguard | Vanguard U.S. Growth Fund Admiral™ Shares | 0.22% |
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
| Symbol | Share Class | Expense Ratio |
|---|---|---|
| DTLGX | Investment Class | 1.30% |
Top 10 Holdings
61.57% of assets| Name | Symbol | Weight |
|---|---|---|
| GS_TRS_RUSSELL 1000 GROWTH INDEX USD-02-26-27 | n/a | 15.78% |
| Microsoft Corporation | MSFT | 8.06% |
| NVIDIA Corporation | NVDA | 7.97% |
| Amazon.com, Inc. | AMZN | 6.83% |
| Meta Platforms, Inc. | META | 5.54% |
| Apple Inc. | AAPL | 4.36% |
| US BANK MMDA - USBGFS 7 | n/a | 3.76% |
| Netflix, Inc. | NFLX | 3.47% |
| Visa Inc. | V | 2.95% |
| Broadcom Inc. | AVGO | 2.85% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 26, 2024 | $0.02099 | Dec 27, 2024 |
| Dec 12, 2024 | $5.73563 | Dec 13, 2024 |
| Dec 27, 2023 | $0.12666 | Dec 28, 2023 |
| Dec 28, 2022 | $0.03562 | Dec 29, 2022 |
| Dec 13, 2022 | $5.26252 | Dec 14, 2022 |
| Dec 13, 2021 | $10.05543 | Dec 14, 2021 |