Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
Wilshire Large Company Growth Instl WLCGX
- NAV / 1-Day Return 48.62 / +0.06 %
- Total Assets 249.6 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 0.27%
- Turnover 66%
USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 12:20 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 59.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
MS_TRS_RUSSELL 1000 GROWTH TOTAL RETURN INDEX | 17.30 | 42.9 Mil | — |
Microsoft Corp | 10.23 | 25.3 Mil | Technology |
NVIDIA Corp | 6.79 | 16.8 Mil | Technology |
Amazon.com Inc | 6.18 | 15.3 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 4.69 | 11.6 Mil | Communication Services |
US BANK MMDA - USBGFS 7 | 4.56 | 11.3 Mil | Cash and Equivalents |
Apple Inc | 4.21 | 10.4 Mil | Technology |
Alphabet Inc Class C | 3.00 | 7.4 Mil | Communication Services |
Voya VACS Series SC | 2.56 | 6.4 Mil | — |
Visa Inc Class A | 2.37 | 5.9 Mil | Financial Services |