Morningstar

Wilshire Large Company Growth Portfolio Fund Class Institutional WLCGX

Morningstar Medalist Rating
Medalist Rating as of | See Wilshire Investment Hub
  • NAV / 1-Day Return 59.10  /  +0.87 %
  • Total Assets 294.0M
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 0.990%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.10%
  • Turnover 104%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:57 AM GMT+0

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 56.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

GS_TRS_RUSSELL 1000 GROWTH INDEX USD-03-30-27

17.52 49M
—

NVIDIA Corp

11.06 31M
Technology

Microsoft Corp

5.99 17M
Technology

US BANK MMDA - USBGFS 7

5.83 16M
Cash and Equivalents

Alphabet Inc Class C

5.15 14M
Communication Services

Apple Inc

4.00 11M
Technology

Broadcom Inc

3.49 10M
Technology

Amazon.com Inc

2.60 7M
Consumer Cyclical

Meta Platforms Inc Class A

2.56 7M
Communication Services

Voya VACS Series SC

2.35 7M
—

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