Large Pany Value Fund Quote
| WLCVX Fund | USD 21.58 0.17 0.78% |
PerformanceWeak
| Odds Of DistressLow
|
Large Pany is trading at 21.58 as of the 18th of June 2025; that is 0.78 percent down since the beginning of the trading day. The fund's open price was 21.75. Large Pany has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 18th of June 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 | 30th of June 2025 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | December |
Large Pany Value [WLCVX] is traded in USA and was established 18th of June 2025. Large Pany 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 2.59% with the current yeild of 0.01%, while the total return for the last 3 years was 9.03%.
Check Large Pany 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
| CL | Colgate Palmolive | Stock | Consumer Staples | |
| C | Citigroup | Stock | Financials | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| T | ATT Inc | Stock | Communication Services | |
| WMT | Walmart | Stock | Consumer Staples | |
| GE | GE Aerospace | Stock | Industrials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| TGT | Target | Stock | Consumer Staples |
Large Pany Value Risk Profiles
| Mean Deviation | 0.9859 | |||
| Semi Deviation | 1.53 | |||
| Standard Deviation | 1.65 | |||
| Variance | 2.72 |
Large Pany Against Markets
Other Information on Investing in Large Mutual Fund
Large Pany 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 Pany security.
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments |