Large Pany Growth Fund Quote

WLCGX Fund  USD 57.22  0.12  0.21%   

Performance

10 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Large Pany is trading at 57.22 as of the 22nd of November 2024; that is 0.21 percent down since the beginning of the trading day. The fund's open price was 57.34. Large Pany has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Large Pany Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. 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 Large Pany Growth

Moving together with Large Mutual Fund

  0.87WSMGX Small Pany GrowthPairCorr
  0.87WSMVX Small Pany ValuePairCorr
  0.95WFIVX Wilshire 5000 IndexPairCorr
  0.95WINDX Wilshire 5000 IndexPairCorr

Moving against Large Mutual Fund

  0.64WIORX Wilshire Income OpportPairCorr
  0.62WIOPX Wilshire Income OpportPairCorr

Large Mutual Fund Highlights

Fund ConcentrationWilshire Mutual Funds, Large Growth Funds, Large Growth, Wilshire Mutual Funds (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date30th of April 2023
Fiscal Year EndDecember
Large Pany Growth [WLCGX] is traded in USA and was established 22nd of November 2024. Large Pany 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 at this time has accumulated 231.63 M in net assets with no minimum investment requirementsLarge Pany Growth is currently producing year-to-date (YTD) return of 32.64% with the current yeild of 0.0%, while the total return for the last 3 years was 7.66%.
Check Large Pany 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 Large 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 Large 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 Large Pany Growth 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 Large Pany Growth Mutual Fund Constituents

MNSTMonster Beverage CorpStockConsumer Staples
NOWServiceNowStockInformation Technology
MSFTMicrosoftStockInformation Technology
VSCFXVoya Securitized CreditMutual FundMultisector Bond
VRTXVertex PharmaceuticalsStockHealth Care
VVisa Class AStockFinancials
UNHUnitedHealth Group IncorporatedStockHealth Care
QCOMQualcomm IncorporatedStockInformation Technology
More Details

Large Pany Growth Risk Profiles

Large Pany Against Markets

Other Information on Investing in Large Mutual Fund

Large Pany financial ratios help investors to determine whether Large 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 Large with respect to the benefits of owning Large Pany security.
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