Wilshire Large Company Value Instl (WLCVX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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At close: 08:01PM EDT
Overall Portfolio Composition (%)
Cash-8.24%
Stocks81.96%
Bonds8.49%
Others17.79%
Preferred0.00%
Convertable0.00%
Sector Weightings (%)
Sector(s)WLCVX
Basic Materials3.88%
Consumer Cyclical6.75%
Financial Services23.83%
Real Estate2.17%
Consumer Defensive5.36%
Healthcare12.17%
Utilities3.21%
Communication Services4.55%
Energy8.77%
Industrials13.74%
Technology15.57%
Equity Holdings
AverageWLCVXCategory Average
Price/Earnings0.060.06
Price/Book0.450.41
Price/Sales0.630.59
Price/Cashflow0.090.09
Median Market Cap57,003.14115,065.59
3 Year Earnings Growth17.4917.22
Bond Holdings
AverageWLCVXCategory Average
MaturityN/AN/A
Duration4.4N/A
Credit QualityN/AN/A
Bond Ratings
Sector(s)WLCVX
US Government-2.32%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A
Top 8 Holdings (9.00% of Total Assets)
Get Quotes for Top Holdings| Name | Symbol | % Assets |
|---|---|---|
| Citigroup Inc | C | 1.31% |
| Microsoft Corp | MSFT | 1.29% |
| Wells Fargo & Co | WFC | 1.28% |
| Berkshire Hathaway Inc Class B | BRK-B | 1.08% |
| Telefonaktiebolaget L M Ericsson ADR | ERIC | 1.03% |
| Elevance Health Inc | ELV | 1.03% |
| APA Corp | APA | 1.01% |
| General Motors Co | GM | 0.97% |
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