Morningstar

Wilshire Large Company Growth Portfolio Fund Class Institutional WLCGX

Morningstar Medalist Rating
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Medalist Rating as of See Wilshire Investment Hub
  • NAV / 1-Day Return $55.85  /  −2.99 %
  • Fund Size $275.1M
  • Adjusted Expense Ratio 1.000%
  • Net Expense Ratio 0.990%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $250,000
  • Investment Status Open
  • TTM Yield 0.10%
  • Turnover Ratio 104%
NAV and 1-Day Return as of

Morningstar’s Analysis WLCGX

Will WLCGX 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 WLCGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WLCGX 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 WLCGX’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 Growth Instl holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings WLCGX

More WLCGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

GS_TRS_RUSSELL 1000 GROWTH INDEX USD-03-30-27

17.18 50M
—

NVIDIA Corp

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Technology

Microsoft Corp

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Technology

Alphabet Inc Class C

5.25 15M
Communication Services

US BANK MMDA - USBGFS 7

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Cash and Equivalents

Apple Inc

4.21 12M
Technology

Meta Platforms Inc Class A

3.39 10M
Communication Services

Broadcom Inc

3.14 9M
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.30 7M
Technology

Amazon.com Inc

2.29 7M
Consumer Cyclical

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