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Morningstar

Wilshire Large Company Value Invmt DTLVX

Morningstar Medalist Rating
Medalist Rating as of | See Wilshire Investment Hub
  • NAV / 1-Day Return 21.06  /  −0.75 %
  • Total Assets 167.7 Mil
  • Adj. Expense Ratio
    1.290%
  • Expense Ratio 1.290%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.51%
  • Turnover 50%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:12 AM GMT+0

Morningstar’s Analysis DTLVX

Will DTLVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DTLVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DTLVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DTLVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Wilshire Large Company Value Invmt to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DTLVX

More DTLVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MS_TRS_RUSSELL 1000 VALUE INDEX TOTAL RETURN

17.13 29.0 Mil
—

US BANK MMDA - USBGFS 7

4.09 6.9 Mil
Cash and Equivalents

Voya VACS Series SC

2.60 4.4 Mil
—

Microsoft Corp

1.60 2.7 Mil
Technology

Wells Fargo & Co

1.38 2.3 Mil
Financial Services

Citigroup Inc

1.29 2.2 Mil
Financial Services

Elevance Health Inc

1.11 1.9 Mil
Healthcare

Berkshire Hathaway Inc Class B

1.07 1.8 Mil
Financial Services

APA Corp

1.00 1.7 Mil
Energy

Salesforce Inc

0.98 1.7 Mil
Technology