Wilshire Large Company Value 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.
Wilshire Large Company Value Portfolio Investment Class Shares DTLVX
- NAV / 1-Day Return 24.23 / +1.47 %
- Total Assets 177.0M
-
Adj. Expense Ratio
1.300%
- Expense Ratio 1.290%
- Distribution Fee Level High
- Share Class Type No Load
- Category Large Value
- Investment Style Mid Value
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.66%
- Turnover 51%
USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 1:30 AM GMT+0
Morningstar’s Analysis DTLVX
Will DTLVX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 26.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
GS_TRS_RUSSELL 1000 VALUE INDEX-03-30-27 | 16.85 | 30M | — |
US BANK MMDA - USBGFS 7 | 5.63 | 10M | Cash and Equivalents |
Voya VACS Series SC | 2.16 | 4M | — |
Workday Inc Class A | 1.40 | 2M | Technology |
APA Corp | 1.28 | 2M | Energy |
Alphabet Inc Class A | 1.27 | 2M | Communication Services |
Amazon.com Inc | 1.19 | 2M | Consumer Cyclical |
F5 Inc | 1.14 | 2M | Technology |
Citigroup Inc | 1.12 | 2M | Financial Services |
Microsoft Corp | 1.11 | 2M | Technology |
United States