DTLGX Mutual Fund
DTLGX Mutual Fund
DTLGX Mutual Fund
Wilshire Large Company Growth Portfolio Investment Class
DTLGX Mutual Fund Overview
DTLGX Mutual Fund (Wilshire Large Company Growth Portfolio Investment Class) is managed by Wilshire with $84.4M in net assets. DTLGX expense ratio is 1.30%, holding 378 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 1992-09-30.
DTLGX performance shows a YTD return of 3.56%. The 1-year return is 11.78% and the 5-year return is 11.69%. DTLGX dividend yield stands at 24.24%, paid annually.
DTLGX top holdings include Nvidia Corp. (10.8%), Microsoft Corp 4.100 Feb 06 37 (6.7%), Apple, Inc (5.9%), Amazon.Com Inc (4.8%), Alphabet Inc (4.6%). 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.