WLCVX Mutual Fund
WLCVX Mutual Fund
WLCVX Mutual Fund
Wilshire Large Company Value Portfolio Fund Institutional Class
WLCVX Mutual Fund Overview
WLCVX Mutual Fund (Wilshire Large Company Value Portfolio Fund Institutional Class) is managed by Wilshire with $175.4M in net assets. WLCVX expense ratio is 1.00%, holding 520 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1996-07-15.
WLCVX performance shows a YTD return of 18.68%. The 1-year return is 24.41% and the 5-year return is 10.64%. WLCVX dividend yield stands at 1.16%, paid annually.
WLCVX top holdings include Cash Offset (15.7%), Us Bank Mmda - Usbgfs 7 06/01/2031 (6.2%), Microsoft Corp (3.8%), Amazon.Com Inc (2.7%), Voya Vacs Series Sc Fund (2.2%). Go to all WLCVX holdings, WLCVX sectors, or WLCVX dividends.
WLCVX can be compared against other funds. Use WLCVX overlap to find shared positions, or WLCVX vs another fund for a side-by-side view. WLCVX alternatives are available via the screener, along with tax-loss harvesting opportunities.