Wilshire Large Company Growth Portfolio

Frequently Asked Questions About DTLGX

What does DTLGX invest in?

This fund typically allocates a minimum of 80% of its total assets to common shares issued by companies recognized as large-capitalization enterprises, which are defined by the market capitalization criteria and constituent makeup of the Russell 1000® Index. Additionally, the portfolio has the flexibility to invest a segment of its holdings in equity instruments of non-U.S. companies that are available for trading within the United States, including American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs).

What is the expense ratio of DTLGX?

Wilshire Large Company Growth Portfolio (DTLGX) charges an expense ratio of 1.30%. This is the annual fee deducted from fund assets to cover management and operations.

How big is DTLGX?

Wilshire Large Company Growth Portfolio (DTLGX) manages $291.1M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is DTLGX actively managed or an index fund?

DTLGX is a passive index fund. It tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (DTLGX's is 1.30%) because there's no security selection cost.

When was DTLGX launched?

Wilshire Large Company Growth Portfolio (DTLGX) launched in September 1992 and is managed by the fund issuer.

How has DTLGX performed?

DTLGX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.