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Wilshire Large Company Growth Instl (WLCGX)

58.02 +0.92 (+1.61%)
At close: 8:10:26 AM EDT
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  • Previous Close 57.10
  • YTD Return 3.77%
  • Expense Ratio 0.33%
  • Category Large Growth
  • Last Cap Gain 43.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 271.83M
  • Beta (5Y Monthly) 1.31
  • Yield 0.11%
  • 5y Average Return --
  • Holdings Turnover 104.00%
  • Last Dividend 0.07
  • Inception Date Jul 15, 1996

The fund invests, under normal circumstances, at least 80% of its net assets in common stock of companies with larger market capitalizations-within the market capitalization range and composition of the companies composing the Russell 1000® Index. It may invest a portion of its assets in equity securities of foreign companies traded in the U.S., including American Depositary Receipts (“ADRs”) and Global Depositary Receipts (“GDRs”).

Wilshire Mutual Funds

Fund Family

Large Growth

Fund Category

271.83M

Net Assets

1996-07-15

Inception Date

Performance Overview

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Trailing returns as of 8/25/2026. Category is Large Growth.

YTD Return

WLCGX
3.77%
Category
12.38%

1-Year Return

WLCGX
12.14%
Category
41.70%

3-Year Return

WLCGX
22.74%
Category
22.56%

5-Year Return

WLCGX
12.04%
Category
21.98%

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Holdings

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Top 9 Holdings (40.03% of Total Assets)

Symbol Company % Assets
NVIDIA Corporation 10.39%
Microsoft Corporation 5.55%
Alphabet Inc. 5.40%
Apple Inc. 4.61%
Broadcom Inc. 3.98%
Meta Platforms, Inc. 2.82%
Amazon.com, Inc. 2.66%
Voya VACS Series SC 2.41%
Taiwan Semiconductor Manufacturing Company Limited 2.20%

Sector Weightings

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