Wilshire Large Fund Quote
| DTLGX Fund | USD 45.04 0.20 0.45% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Wilshire Large is trading at 45.04 as of the 23rd of January 2025; that is 0.45 percent increase since the beginning of the trading day. The fund's open price was 44.84. Wilshire Large has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 25th of October 2024 and ending today, the 23rd of January 2025. Click here to learn more.
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. More on Wilshire Large
Moving together with Wilshire Mutual Fund
Wilshire Mutual Fund Highlights
| Fund Concentration | Wilshire Mutual Funds, Large Growth Funds, Large Growth, Wilshire Mutual Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | December |
Wilshire Large [DTLGX] is traded in USA and was established 23rd of January 2025. Wilshire Large is listed under Wilshire Mutual Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Wilshire Mutual Funds family. This fund currently has accumulated 231.63 M in assets under management (AUM) with minimum initial investment of 2.5 K. Wilshire Large is currently producing year-to-date (YTD) return of 2.35%, while the total return for the last 3 years was 12.27%.
Check Wilshire Large Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Wilshire Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Wilshire Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Wilshire Large Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Wilshire Large Mutual Fund Constituents
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| NOW | ServiceNow | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| VSCFX | Voya Securitized Credit | Mutual Fund | Multisector Bond | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| ORCL | Oracle | Stock | Information Technology |
Wilshire Large Risk Profiles
| Mean Deviation | 1.07 | |||
| Standard Deviation | 1.91 | |||
| Variance | 3.66 | |||
| Risk Adjusted Performance | 0.0026 |
Wilshire Large Against Markets
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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