WLCGX Mutual Fund

WLCGX Mutual Fund (Wilshire Large Company Growth Portfolio Institutional Class) is managed by Wilshire with $204.9M in net assets. WLCGX expense ratio is 1.00%, holding 383 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 1996-07-15.

WLCGX performance shows a YTD return of 7.09%. The 1-year return is 14.29% and the 5-year return is 12.05%. WLCGX dividend yield stands at 18.79%, paid annually.

WLCGX 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 WLCGX holdings, WLCGX sectors, or WLCGX dividends.

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