Wilshire Large Financials
| DTLGX Fund | USD 47.56 0.01 0.02% |
Wilshire |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Wilshire Large Fund Summary
Wilshire Large competes with Large Company, Small Company, Small Company, Value Line, and The Gabelli. The fund invests, under normal circumstances, at least 80 percent of its net assets in common stock of companies with larger market capitalizations-within the market capitalization range and composition of the companies composing the Russell 1000 Index. It may invest a portion of its assets in equity securities of foreign companies traded in the U.S., including American Depositary Receipts and Global Depositary Receipts .Specialization | Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Wilshire Mutual Funds |
| Mutual Fund Family | Wilshire Mutual Funds |
| Mutual Fund Category | Large Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 866 591 1568 |
| Currency | USD - US Dollar |
Wilshire Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wilshire Large's current stock value. Our valuation model uses many indicators to compare Wilshire Large value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wilshire Large competition to find correlations between indicators driving Wilshire Large's intrinsic value. More Info.Wilshire Large is one of the top funds in price to earning among similar funds. It is rated # 2 fund in price to book among similar funds fabricating about 0.20 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Wilshire Large is roughly 5.03 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Wilshire Large's earnings, one of the primary drivers of an investment's value.Wilshire Large Systematic Risk
Wilshire Large's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Wilshire Large volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Wilshire Large correlated with the market. If Beta is less than 0 Wilshire Large generally moves in the opposite direction as compared to the market. If Wilshire Large Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Wilshire Large is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Wilshire Large is generally in the same direction as the market. If Beta > 1 Wilshire Large moves generally in the same direction as, but more than the movement of the benchmark.
Wilshire Large November 26, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Wilshire Large help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Wilshire Large. We use our internally-developed statistical techniques to arrive at the intrinsic value of Wilshire Large based on widely used predictive technical indicators. In general, we focus on analyzing Wilshire Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Wilshire Large's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.3 | |||
| Information Ratio | 0.0028 | |||
| Maximum Drawdown | 5.09 | |||
| Value At Risk | (2.29) | |||
| Potential Upside | 1.96 |
Other Information on Investing in Wilshire Mutual Fund
Wilshire Large financial ratios help investors to determine whether Wilshire Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wilshire with respect to the benefits of owning Wilshire Large security.
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