DTLVX – Wilshire Large Company Value Invmt Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund invests under normal circumstances, at least 80% of its net assets in the common stock of companies with larger market capitalizations-within the market capitalization range of the Russell 1000® Index. It may invest a portion of its assets in equity securities of foreign companies traded in the U.S. or locally on foreign exchanges, including American Depositary Receipts (“ADRs”) and Global Depositary Receipts (“GDRs”).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
DTLVX	Wilshire Large Company Value Portfolio Investment Class Shares	No Load	Open			Sep 30, 1992	$4.31M	1.300%	High	$1,000	−$431,681.55
WLCVX	Wilshire Large Company Value Portfolio Fund Class Institutional	Institutional	Open			Jul 15, 1996	$170.10M	1.000%	High	$250,000	−$24.26M

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