About WLCGX
The Wilshire Large Company Growth Portfolio Fund Institutional Class is a mutual fund that focuses on the large-cap growth segment of the U.S. equity market. Designed to seek capital appreciation, the fund allocates at least 80% of its net assets to common stocks of companies with large market capitalizations. Its investment approach emphasizes firms with historically above-average earnings, cash flow, or sales growth, often resulting in higher price-to-earnings ratios among its holdings.
The fund’s portfolio is typically concentrated, with over half of its assets invested in its top ten holdings, which feature leading names in technology, consumer, and communication services sectors. Major positions regularly include technology giants such as Microsoft, NVIDIA, and Apple, alongside other growth-oriented blue chips like Amazon and Meta Platforms. Sector allocations lean heavily toward technology and communication services, reflecting its growth-driven mandate.
The Institutional Class is tailored for larger investors, requiring a significant minimum investment. Its role in the market is to provide exposure to growth-oriented U.S. large-cap equities, aiming to capture long-term capital appreciation by investing in established companies with strong growth prospects.
Fund Family Wilshire Mutual Funds
Category Large-Cap Growth
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol WLCGX
Share Class Institutional Class
Index Russell 1000 Growth TR
WLCGX had a total return of 11.45% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.67%.
