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Wilshire Mutual Fds, Inc. Wilshire Large Company Value Portf Insti Cl: (MF: WLCVX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:58 PM ET

$22.00 USD

+0.03 (0.14%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

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Zacks Premium Research for WLCVX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Hold 3
MF Report

Fund Description

The fund was incepted in September 1992 and is managed by Wilshire. The fund seeks to provide investment results of a portfolio of publicly traded common stocks of companies in the applicable sub-category of the Wilshire 5000 Index. It invests substantially all its assets in companies with the largest market capitalizations greater than approximately $1.9 billion. It invests in companies with relatively low price to book value ratios, low price to earnings ratios, and higher than average dividend yields (which means that their price is low relative to the size of their dividend). The fund pays dividends and capital gains annually.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Wilshire Large Co Val Inst WLCVX NA NA 0.00 0.00 0.75 1.00

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Wilshire Large Co Val Inv DTLVX 22.54 9/30/1992 0.67 18.60 15.74 11.31
Wilshire Large Co Val Inst WLCVX 22.00 7/15/1996 1.20 18.92 16.08 11.62

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Wilshire Large Co Val Inst WLCVX 250000 100000 0 A

Contact Information

Family Wilshire Funds
Address 1299 Ocean Ave
Santa Monica, CA 90401
Phone 888 200-6796