Large Pany Growth Fund Quote
| WLCGX Fund | USD 58.51 0.51 0.88% |
Performance16 of 100
| Odds Of DistressLess than 16
|
Large Company is trading at 58.51 as of the 2nd of December 2024; that is 0.88 percent up since the beginning of the trading day. The fund's open price was 58.0. Large Company has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid 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 13th of December 2022 and ending today, the 2nd of December 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
| 0.89 | WSMGX | Small Pany Growth | PairCorr |
| 0.89 | WSMVX | Small Pany Value | PairCorr |
| 0.99 | WFIVX | Wilshire 5000 Index | PairCorr |
| 0.99 | WINDX | Wilshire 5000 Index | PairCorr |
Moving against Large Mutual Fund
Large Mutual Fund Highlights
| Fund Concentration | Wilshire Mutual Funds, Large Growth Funds, Large Growth, 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 Growth [WLCGX] is traded in USA and was established 2nd of December 2024. Large Company 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 34.83% with the current yeild of 0.0%, while the total return for the last 3 years was 8.8%.
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 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
| MNST | Monster Beverage Corp | Stock | Consumer Staples | |
| NOW | ServiceNow | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology | |
| VSCFX | Voya Securitized Credit | Mutual Fund | Multisector Bond | |
| VRTX | Vertex Pharmaceuticals | Stock | Health Care | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology |
Large Pany Growth Risk Profiles
| Mean Deviation | 0.7458 | |||
| Semi Deviation | 0.9809 | |||
| Standard Deviation | 1.08 | |||
| Variance | 1.17 |
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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