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 $4.4M in net assets. DTLVX expense ratio is 1.30%, holding 531 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1992-09-30.
DTLVX performance shows a YTD return of 12.08%. The 1-year return is 15.95% and the 5-year return is 9.98%. DTLVX dividend yield stands at 0.69%.
DTLVX top holdings include Cash Offset (13.9%), Us Bank Mmda - Usbgfs 7 % 06/01/2031 (6.1%), Microsoft Corp (3.6%), Amazon.Com Inc (2.9%), Voya Vacs Series Sc Fund (2.0%). 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.