Morningstar

Wilshire Large Company Value Portfolio Investment Class Shares DTLVX

Morningstar Medalist Rating
Medalist Rating as of | See Wilshire Investment Hub
  • NAV / 1-Day Return 25.21  /  +0.40 %
  • Total Assets 174.4M
  • 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 0.64%
  • Turnover 51%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:57 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DTLVX’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings DTLVX

More DTLVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

GS_TRS_RUSSELL 1000 VALUE INDEX-03-30-27

17.65 33M
—

US BANK MMDA - USBGFS 7

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Cash and Equivalents

Microsoft Corp

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Consumer Cyclical

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2.05 4M
—

Apple Inc

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Technology

Workday Inc Class A

1.61 3M
Technology

American International Group Inc

1.23 2M
Financial Services

APA Corp

1.18 2M
Energy

Bank of America Corp

1.12 2M
Financial Services

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