Skip to Content

Wilshire Large Company Growth Invmt DTLGX

Medalist Rating as of | See Wilshire Investment Hub
  • NAV / 1-Day Return 39.15  /  −0.41 %
  • Total Assets 246.4 Mil
  • 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 2,500
  • Status Open
  • TTM Yield 0.08%
  • Turnover 75%

USD | NAV as of Feb 29, 2024 | 1-Day Return as of Feb 29, 2024, 1:04 AM GMT+0

Morningstar’s Analysis DTLGX

Will DTLGX outperform in future?

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

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Wilshire Large Company Growth 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 most expensive quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DTLGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 57.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MS_TRS_RUSSELL 1000 GROWTH TOTAL RETURN INDEX

17.16 40.1 Mil

Microsoft Corp

10.59 24.8 Mil
Technology

NVIDIA Corp

5.84 13.7 Mil
Technology

Amazon.com Inc

5.19 12.1 Mil
Consumer Cyclical

US BANK MMDA - USBGFS 7

4.98 11.6 Mil
Cash and Equivalents

Apple Inc

4.76 11.1 Mil
Technology

Meta Platforms Inc Class A

3.55 8.3 Mil
Communication Services

Alphabet Inc Class C

3.48 8.1 Mil
Communication Services

Voya VACS Series SC

2.72 6.4 Mil

Visa Inc Class A

2.47 5.8 Mil
Financial Services