DTLGX Mutual Fund

DTLGX Mutual Fund (Wilshire Large Company Growth Portfolio Investment Class) is managed by Wilshire with $77.1M in net assets. DTLGX expense ratio is 1.30%, holding 405 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 1992-09-30.

DTLGX performance shows a YTD return of 2.03%. The 1-year return is -0.59% and the 5-year return is 10.42%.

DTLGX top holdings include Cash Offset (14.7%), Nvidia Corp (11.1%), Microsoft Corp (6.0%), Us Bank Mmda - Usbgfs 7 % 06/01/2031 (5.8%), Alphabet Inc. C (5.2%). Go to all DTLGX holdings, DTLGX sectors, or DTLGX dividends.

DTLGX can be compared against other funds. Use DTLGX overlap to find shared positions, or DTLGX vs another fund for a side-by-side view. DTLGX alternatives are available via the screener, along with tax-loss harvesting opportunities.