Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
Wilshire Large Company Value Instl WLCVX
- NAV / 1-Day Return 20.67 / 0.00
- Total Assets 164.7 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.000%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 250,000
- Status Open
- TTM Yield 0.77%
- Turnover 50%
USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:13 AM GMT+0
Morningstar’s Analysis WLCVX
Will WLCVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |