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.
Wilshire Large Company Growth Instl WLCGX
- NAV / 1-Day Return 50.50 / +1.00 %
- Total Assets 237.7 Mil
-
Adj. Expense Ratio
- 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 0.24%
- Turnover 66%
USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:16 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 63.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
MS_TRS_RUSSELL 1000 GROWTH TOTAL RETURN INDEX | 18.42 | 47.3 Mil | — |
Microsoft Corp | 9.94 | 25.5 Mil | Technology |
NVIDIA Corp | 9.15 | 23.5 Mil | Technology |
Amazon.com Inc | 6.30 | 16.2 Mil | Consumer Cyclical |
Apple Inc | 5.26 | 13.5 Mil | Technology |
Meta Platforms Inc Class A | 4.43 | 11.4 Mil | Communication Services |
US BANK MMDA - USBGFS 7 | 4.37 | 11.2 Mil | Cash and Equivalents |
Alphabet Inc Class C | 3.35 | 8.6 Mil | Communication Services |
Voya VACS Series SC | 2.54 | 6.5 Mil | — |
Eli Lilly and Co | 1.97 | 5.1 Mil | Healthcare |