Nasdaq - Delayed Quote USD
Wilshire Large Company Growth Portfolio (DTLGX)
As of 8:06 AM EST. Market Open.
Investment Information
- Min Initial Investment
- 250,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 1
- Min Subsequent Investment
- 100
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Mid Atlantic Capital Corp
- (Junk)CommonWealth PPS
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- TD Ameritrade Institutional
- ADP Access
- Mid Atlantic Capital Group
- Securities America Advisors
- ADP Access Open Fund Architecture
- Securities America Inc.
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- Avantax
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
The fund invests, under normal circumstances, at least 80% of its net assets in common stock of companies with larger market capitalizations-within the market capitalization range and composition of the companies composing the Russell 1000? Index. It may invest a portion of its assets in equity securities of foreign companies traded in the U.S., including American Depositary Receipts (“ADRs”) and Global Depositary Receipts (“GDRs”).
Fund Overview
| Category | Large Growth |
| Fund Family | Wilshire Mutual Funds |
| Net Assets | 248.9M |
| YTD Return | 26.66% |
| Yield | 0.07% |
| Morningstar Rating | |
| Inception Date | Jul 15, 1996 |
Performance & Risk
| YTD Return | 32.54% |
| 5y Average Return | 18.14% |
| Rank in Category (ytd) | 17 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.14 |
| Morningstar Risk Rating |
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