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Wilshire Large Company Growth Instl WLCGX

Medalist Rating as of | See Wilshire Investment Hub
  • NAV / 1-Day Return 47.31  /  −0.08 %
  • Total Assets 247.1 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.29%
  • Turnover 75%

USD | NAV as of Feb 24, 2024 | 1-Day Return as of Feb 24, 2024, 1:24 AM GMT+0

Morningstar’s Analysis WLCGX

Will WLCGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Wilshire Large Company Growth Instl 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 second-costliest quintile among peers.

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Portfolio Holdings WLCGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 57.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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