DTLVX Mutual Fund

DTLVX Mutual Fund (Wilshire Large Company Value Portfolio Fund Investment Class) is managed by Wilshire with $4.5M in net assets. DTLVX expense ratio is 1.30%, holding 519 positions across sectors including Financials, Information Technology, Industrials. Inception date: 1992-09-30.

DTLVX performance shows a YTD return of 13.60%. The 1-year return is 23.63% and the 5-year return is 9.72%. DTLVX dividend yield stands at 8.44%, paid annually.

DTLVX top holdings include Voya Vacs Series Sc Fund (2.3%), Workday, Inc., Class A (1.4%), Apa Corp (1.4%), F5 Networks Inc. (1.4%), Wells Fargo & Co. (1.1%). Go to all DTLVX holdings, DTLVX sectors, or DTLVX dividends.

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