- 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 $277.5M 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.
