DTLVX : Wilshire Large Company Value Portfolio Investment Class Shares

DTLVX is a US Stocks Market Large Value with HIGH fees.

DTLVX

Wilshire Large Company Value Portfolio Investment Class Shares

FI Score

26 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

8 /10

Market Size

3 /10

26% FI Score
  • dtlvx
  • Mutual Fund
  • US Stocks
  • Large Value

Wilshire Large Company Value Portfolio Investment Class Shares

Expenses: 1.26% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why »

Fund Summary

The investment 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 SM. The fund focuses on the large company value segment of the U.S. equity market. It invests substantially all of its assets in the common stock of companies with larger market capitalizations-within the market capitalization range and composition of the companies composing the Russell 1000® Value Index. The fund invests, generally, in companies with relatively low price to book value ratios, low price to earnings ratios and higher than average dividend yields.

Largest Holdings

Amount Holding
2.35% Johnson & Johnson
2.33% JPMorgan Chase & Co
2.08% Oracle Corp
2.04% Verizon Communications Inc
1.92% CVS Health Corp
1.87% AT&T Inc
1.69% Stanley Black & Decker Inc
1.69% Wells Fargo & Co
1.65% Cigna Corp
1.55% UnitedHealth Group Inc
1.45% Medtronic PLC
1.43% General Electric Co
1.40% Bank of America Corp
1.37% Dominion Energy Inc
1.29% Exelon Corp
1.22% Entergy Corp
1.21% Westinghouse Air Brake Technologies Corp
1.21% New York Community Bancorp Inc
1.21% Dow Inc
1.13% Chubb Ltd
1.12% Citigroup Inc
1.09% Lear Corp
1.07% Lowe's Companies Inc
1.04% Comcast Corp Class A
1.03% Hewlett Packard Enterprise Co

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