DTLGX Mutual Fund

DTLGX Mutual Fund (Wilshire Large Company Growth Portfolio Investment Class) is managed by Wilshire with $86.5M in net assets. DTLGX expense ratio is 1.30%, holding 383 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 1992-09-30.

DTLGX performance shows a YTD return of 6.87%. The 1-year return is 13.91% and the 5-year return is 11.71%. DTLGX dividend yield stands at 24.24%, paid annually.

DTLGX top holdings include Nvidia Corp (10.1%), Alphabet Inc. C (5.2%), Apple, Inc (4.8%), Microsoft Corp (4.8%), Broadcom Inc (3.9%). 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.