Morningstar

Wilshire Large Company Value Portfolio Fund Class Institutional WLCVX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Wilshire Investment Hub
  • NAV / 1-Day Return $26.08  /  +0.73 %
  • Fund Size $182.3M
  • Adjusted Expense Ratio 1.000%
  • Net Expense Ratio 1.000%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $250,000
  • Investment Status Open
  • TTM Yield 1.13%
  • Turnover Ratio 51%
NAV and 1-Day Return as of

Morningstar’s Analysis WLCVX

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

  • People Pillar

    The People Pillar is our evaluation of the WLCVX 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 WLCVX’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 Value Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WLCVX

More WLCVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

GS_TRS_RUSSELL 1000 VALUE INDEX-03-30-27

18.52 32M
—

US BANK MMDA - USBGFS 7

6.23 11M
Cash and Equivalents

Microsoft Corp

3.83 7M
Technology

Amazon.com Inc

2.73 5M
Consumer Cyclical

Voya VACS Series SC

2.19 4M
—

Apple Inc

1.96 3M
Technology

Workday Inc Class A

1.74 3M
Technology

American International Group Inc

1.29 2M
Financial Services

APA Corp

1.21 2M
Energy

The Cigna Group

1.08 2M
Healthcare

Sponsor Center