Morningstar

Wilshire Large Company Growth Portfolio Investment Class Shares DTLGX

Morningstar Medalist Rating
Medalist Rating as of | See Wilshire Investment Hub
  • NAV / 1-Day Return 45.50  /  +0.89 %
  • Total Assets 294.0M
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.300%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 104%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:57 AM GMT+0

Morningstar’s Analysis DTLGX

Will DTLGX outperform in the 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 DTLGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DTLGX 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 DTLGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Wilshire Large Company Growth Invmt holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings DTLGX

More DTLGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

GS_TRS_RUSSELL 1000 GROWTH INDEX USD-03-30-27

17.52 49M
—

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Microsoft Corp

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US BANK MMDA - USBGFS 7

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Cash and Equivalents

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Apple Inc

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Technology

Broadcom Inc

3.49 10M
Technology

Amazon.com Inc

2.60 7M
Consumer Cyclical

Meta Platforms Inc Class A

2.56 7M
Communication Services

Voya VACS Series SC

2.35 7M
—

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