Wilshire Large Fund Quote

DTLGX Fund  USD 39.51  0.19  0.48%   

Performance

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Odds Of Distress

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Wilshire Large is trading at 39.51 as of the 18th of March 2025; that is 0.48 percent increase since the beginning of the trading day. The fund's open price was 39.32. Wilshire Large has about a 22 % 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 18th of December 2024 and ending today, the 18th of March 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

  0.88WSMGX Small Pany GrowthPairCorr
  0.97WSMVX Small Pany ValuePairCorr
  0.91WFIVX Wilshire 5000 IndexPairCorr
  0.91WINDX Wilshire 5000 IndexPairCorr

Moving against Wilshire Mutual Fund

  0.33WIOPX Wilshire Income OpportPairCorr
  0.31WIORX Wilshire Income OpportPairCorr

Wilshire Mutual Fund Highlights

Fund ConcentrationWilshire Mutual Funds, Large Growth Funds, Large Growth, Wilshire Mutual Funds (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date30th of April 2023
Fiscal Year EndDecember
Wilshire Large [DTLGX] is traded in USA and was established 18th of March 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 1.65%, while the total return for the last 3 years was 14.92%.
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

SBUXStarbucksStockConsumer Discretionary
NOWServiceNowStockInformation Technology
AMZNAmazon IncStockConsumer Discretionary
VVisa Class AStockFinancials
UNHUnitedHealth Group IncorporatedStockHealth Care
QCOMQualcomm IncorporatedStockInformation Technology
ORCLOracleStockInformation Technology
NVDANVIDIAStockInformation Technology
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Wilshire Large Risk Profiles

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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