Large Pany Value Fund Quote
| WLCVX Fund | USD 23.34 0.34 1.44% |
Performance6 of 100
| Odds Of DistressLess than 21
|
Large Company is trading at 23.34 as of the 22nd of November 2024; that is 1.44 percent down since the beginning of the trading day. The fund's open price was 23.68. Large Company has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Large Pany Value 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 the common stock of companies with larger market capitalizations-within the market capitalization range of the Russell 1000 Index. It may invest a portion of its assets in equity securities of foreign companies traded in the U.S. More on Large Pany Value
Moving together with Large Mutual Fund
| 0.92 | WSMGX | Small Pany Growth | PairCorr |
| 0.95 | WSMVX | Small Pany Value | PairCorr |
| 0.92 | WFIVX | Wilshire 5000 Index | PairCorr |
| 0.92 | WINDX | Wilshire 5000 Index | PairCorr |
Moving against Large Mutual Fund
Large Mutual Fund Highlights
| Fund Concentration | Wilshire Mutual Funds, Large Value Funds, Large Value, Wilshire Mutual Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | December |
Large Pany Value [WLCVX] is traded in USA and was established 22nd of November 2024. Large Company is listed under Wilshire Mutual Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Wilshire Mutual Funds family. This fund at this time has accumulated 167.38 M in net assets with no minimum investment requirementsLarge Pany Value is currently producing year-to-date (YTD) return of 17.58% with the current yeild of 0.01%, while the total return for the last 3 years was 6.79%.
Check Large Company 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 Value 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 Value Mutual Fund Constituents
| CI | Cigna Corp | Stock | Health Care | |
| WMT | Walmart | Stock | Consumer Staples | |
| CTSH | Cognizant Technology Solutions | Stock | Information Technology | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| CL | Colgate Palmolive | Stock | Consumer Staples | |
| WAB | Westinghouse Air Brake | Stock | Industrials | |
| SWK | Stanley Black Decker | Stock | Industrials | |
| TGT | Target | Stock | Consumer Staples |
Large Pany Value Risk Profiles
| Mean Deviation | 0.5192 | |||
| Semi Deviation | 0.4698 | |||
| Standard Deviation | 0.7115 | |||
| Variance | 0.5062 |
Large Company Against Markets
Other Information on Investing in Large Mutual Fund
Large Company 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 Company security.
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