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Wilshire Large Company Value Instl WLCVX

Medalist Rating as of | See Wilshire Investment Hub
  • NAV / 1-Day Return 21.78  /  +0.23 %
  • Total Assets 172.2 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.81%
  • Turnover 50%

USD | NAV as of May 18, 2024 | 1-Day Return as of May 18, 2024, 12:20 AM GMT+0

Morningstar’s Analysis WLCVX

Will WLCVX 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 Value 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-highest quintile among peers.

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Portfolio Holdings WLCVX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 29.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MS_TRS_RUSSELL 1000 VALUE INDEX TOTAL RETURN

17.25 30.5 Mil

US BANK MMDA - USBGFS 7

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Communication Services