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Morningstar

Wilshire Large Company Growth Invmt DTLGX

Morningstar Medalist Rating
Medalist Rating as of | See Wilshire Investment Hub
  • NAV / 1-Day Return 38.59  /  −0.34 %
  • Total Assets 236.4 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 66%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 12:13 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.

  • 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.

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.

by Morningstar Manager Research
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 59.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MS_TRS_RUSSELL 1000 GROWTH TOTAL RETURN INDEX

17.45 43.6 Mil
—

Microsoft Corp

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Technology

NVIDIA Corp

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Technology

Amazon.com Inc

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Consumer Cyclical

Meta Platforms Inc Class A

4.62 11.6 Mil
Communication Services

US BANK MMDA - USBGFS 7

4.61 11.5 Mil
Cash and Equivalents

Apple Inc

3.79 9.5 Mil
Technology

Alphabet Inc Class C

3.23 8.1 Mil
Communication Services

Voya VACS Series SC

2.55 6.4 Mil
—

Visa Inc Class A

2.23 5.6 Mil
Financial Services