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Wilshire Mutual Fds, Inc. Wilshire Large Company Growth Portf Insti Cl: (MF: WLCGX)
(NASDAQ Mutual Funds) As of Nov 21, 2025 06:30 PM ET
$61.65 USD
+0.26 (0.42%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Oct 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 25.51 | 2 |
| 3 months | 10.85 | 5 |
| 6 months | 37.06 | 3 |
| 1 Year | 34.85 | 2 |
| 3 Year | 32.57 | 3 |
| 5 Year | 18.21 | 7 |
| 10 Year | 16.77 | 5 |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 43.63 |
| % Yield | 0.02 |
| % SEC Yield | NA |
| Net Assets (Mil $) 10/31/2025 | 201.12 |
| % Turnover 10/31/2025 | 98.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 1.18 | 1.12 | 1.07 |
| Alpha | 5.66 | -0.64 | 1.34 |
| R Squared | 0.85 | 0.87 | 0.88 |
| Std. Dev. | 16.50 | 18.90 | 17.31 |
| Sharpe | 1.72 | 0.88 | 2.00 |
Sector / Country Weightings
| As of 10/31/2025 | % of Portfolio |
|---|---|
| Technology | 44.41 |
| Other | 15.60 |
| Retail Trade | 11.81 |
| Finance | 10.48 |
| Non-Durable | 5.79 |
| Health | 4.24 |
| Utilities | 3.04 |
| Industrial Cyclical | 2.62 |
| Services | 1.43 |
| Consumer Durables | 0.58 |
Portfolio Holdings
| Top Equity Holdings (As of 6/30/2025) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| NVIDIA CORP | 10.67 | 29.70 |
| MICROSOFT CORP | 8.96 | 24.93 |
| AMAZON.COM INC | 6.47 | 18.00 |
| META PLATFORMS INC | 5.83 | 16.23 |
| TOTAL*MORTGAGE SECURITIES | 3.84 | 10.69 |
| BROADCOM INC | 3.59 | 9.98 |
| NETFLIX INC | 3.22 | 8.95 |
| APPLE INC | 3.16 | 8.78 |
| TOTAL*MONEY MARKET | 2.99 | 8.32 |
Stock Holding % of Net Assets
| As Of | 6/30/2025 |
| Total Issues | 150 |
| Avg. P/E | 37.24 |
| Avg. P/Book | 4.69 |
| Avg. EPS Growth | 18.94 |
| Avg. Market Value (Mil $) | 799,260 |
Composition
| % of Portfolio | |
| Stocks | 84.51 |
| Foreign Stocks | 6.44 |
| Cash | 2.99 |
| Bonds | 7.53 |
| Foreign Bonds | 0.00 |
| Preferred | 0.00 |
| Convertible | 0.00 |
| Other | 4.97 |
| Foreign Hedged | 0.00 |
Style Analysis
| % of Portfolio | |
| Large Growth | 99.21 |
| Large Value | 0.00 |
| Small Growth | 0.00 |
| Small Value | 0.00 |
| Foreign Stock | 0.04 |
| Emerging Market | 0.00 |
| Precious Metal | 0.00 |
| Intermediate Bond | 0.00 |
| Foreign Bond | 0.36 |
| High Yield Bond | 0.37 |