Wilshire Large Company Growth Portfolio Fund Class Institutional (WLCGX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
53.62
-0.45 (-0.83%)
Feb 3, 2025, 4:00 PM EST
16.90%
Fund Assets 231.63M
Expense Ratio 1.00%
Min. Investment $250,000
Turnover n/a
Dividend (ttm) 5.76
Dividend Yield 10.56%
Dividend Growth 4,444.94%
Payout Frequency Semi-Annual
Ex-Dividend Date Dec 26, 2024
Previous Close 54.07
YTD Return 2.19%
1-Year Return 29.33%
5-Year Return 118.99%
52-Week Low n/a
52-Week High n/a
Beta (5Y) n/a
Holdings 358
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 29.33% in the past year. Since the fund's inception, the average annual return has been 9.15%, including dividends.

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

65.82% of assets
Name Symbol Weight
MS_TRS_RUSSELL 1000 GROWTH TOTAL RETURN INDEX n/a 20.54%
NVIDIA Corporation NVDA 8.56%
Microsoft Corporation MSFT 7.77%
Amazon.com, Inc. AMZN 7.05%
Apple Inc. AAPL 5.06%
Meta Platforms, Inc. META 4.86%
US BANK MMDA - USBGFS 7 n/a 3.93%
Netflix, Inc. NFLX 2.76%
Broadcom Inc. AVGO 2.76%
Alphabet Inc. GOOG 2.54%
View More Holdings

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
Full Dividend History