WLCVX Mutual Fund

WLCVX Mutual Fund (Wilshire Large Company Value Portfolio Fund Institutional Class) is managed by Wilshire with $185.8M in net assets. WLCVX expense ratio is 1.00%, holding 519 positions across sectors including Financials, Information Technology, Industrials. Inception date: 1996-07-15.

WLCVX performance shows a YTD return of 13.85%. The 1-year return is 24.99% and the 5-year return is 10.26%. WLCVX dividend yield stands at 9.79%, paid annually.

WLCVX 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 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.