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 $169.9M in net assets. WLCVX expense ratio is 1.00%, holding 531 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1996-07-15.
WLCVX performance shows a YTD return of 17.90%. The 1-year return is 24.51% and the 5-year return is 10.82%. WLCVX dividend yield stands at 9.45%, paid annually.
WLCVX 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 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.