Large Pany Value Fund Quote
| WLCVX Fund | USD 20.87 0.33 1.61% |
PerformanceVery Weak
| Odds Of DistressLow
|
Large Company is trading at 20.87 as of the 3rd of May 2025; that is 1.61 percent up since the beginning of the trading day. The fund's open price was 20.54. Large Company has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 14th of May 2023 and ending today, the 3rd of May 2025. Click here to learn more.
The fund invests under normal circumstances, at least 80 percent of its net assets in the common stock of companies with larger market capitalizations-within the market capitalization range of the Russell 1000 Index. It may invest a portion of its assets in equity securities of foreign companies traded in the U.S. More on Large Pany Value
Moving together with Large Mutual Fund
Large Mutual Fund Highlights
| Fund Concentration | Wilshire Mutual Funds, Large Value Funds, Large Value, Wilshire Mutual Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | December |
Large Pany Value [WLCVX] is traded in USA and was established 3rd of May 2025. Large Company is listed under Wilshire Mutual Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Wilshire Mutual Funds family. This fund at this time has accumulated 167.38 M in net assets with no minimum investment requirementsLarge Pany Value is currently producing year-to-date (YTD) return of 0.14% with the current yeild of 0.01%, while the total return for the last 3 years was 6.98%.
Check Large Company Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Large Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Large Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Large Pany Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Large Pany Value Mutual Fund Constituents
| VZ | Verizon Communications | Stock | Communication Services | |
| CL | Colgate Palmolive | Stock | Consumer Staples | |
| SWK | Stanley Black Decker | Stock | Industrials | |
| TGT | Target | Stock | Consumer Staples | |
| CI | Cigna Corp | Stock | Health Care | |
| ORCL | Oracle | Stock | Information Technology | |
| WMT | Walmart | Stock | Consumer Staples | |
| CVS | CVS Health Corp | Stock | Health Care |
Large Pany Value Risk Profiles
| Mean Deviation | 1.02 | |||
| Standard Deviation | 1.65 | |||
| Variance | 2.74 | |||
| Risk Adjusted Performance | (0.05) |
Large Company Against Markets
Other Information on Investing in Large Mutual Fund
Large Company financial ratios help investors to determine whether Large Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Large with respect to the benefits of owning Large Company security.
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