DTLVX Mutual Fund
DTLVX Mutual Fund
DTLVX Mutual Fund
Wilshire Large Company Value Portfolio Fund Investment Class
DTLVX Mutual Fund Overview
DTLVX Mutual Fund (Wilshire Large Company Value Portfolio Fund Investment Class) is managed by Wilshire with $4.3M in net assets. DTLVX expense ratio is 1.30%, holding 531 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1992-09-30.
DTLVX performance shows a YTD return of 17.63%. The 1-year return is 23.20% and the 5-year return is 9.98%. DTLVX dividend yield stands at 8.15%, paid annually.
DTLVX top holdings include Amazon.Com Inc (2.3%), Voya Vacs Series Sc Fund (2.1%), Microsoft Corp (2.0%), Apple, Inc (1.7%), Workday, Inc., Class A (1.5%). 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.