Wilshire Large Company Growth Portfolio

Wilshire selects managers who specialize in investing in U.S.-based, large-capitalization companies with price-to-earnings ratios that are above the market average. Wilshire has identified three large-cap growth managers, each with a distinct investment style and combined them to create a highly diversified, risk-managed portfolio.

Investment Market CapWilshire monitors the overall fund as well as each individual manager’s portfolio to confirm that they are managed in a manner consistent with their specific style, risk, and performance objectives. Through Wilshire’s portfolio construction process, manager allocations within the fund are regularly reviewed and adjusted, ensuring that the fund is positioned to deliver competitive risk-adjusted performance.

Investment Strategy

  • Focuses on the large-company growth segment of the U.S. equity market.
  • Invests substantially all its assets in companies with largest market capitalizations—greater than approximately $1.7 billion as of the date of the the fund’s summary prospectus.
  • Invests in companies that historically have above-average earnings or sales growth and retention of earnings, often such companies have above-average price-to-earnings ratios.

 

Performance

Monthly as of 9/30/2017 1 Mo 3 Mo 6 Mo YTD 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Since Inc.*
Investment Class (DTLGX) 0.77% 4.81% 10.95% 20.04% 15.96% 11.14% 12.52% 6.83% 9.15% 9.08%
Inst’l Class (WLCGX) 0.81% 4.91% 11.15% 20.36% 16.35% 11.49% 12.86% 7.18% 9.52% 8.85%

 

Quarterly as of 9/30/2017 3Q 2017 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inc.*
Investment Class (DTLGX) 4.81% 20.04% 15.96% 11.14% 12.52% 6.83% 9.08%
Inst’l Class (WLCGX) 4.91% 20.36% 16.35% 11.49% 12.86% 7.18% 8.85%
*Investment class inception date 9/30/1992. Institutional class inception date 7/15/1996.

The performance data quoted represents past performance and does not guarantee future results. Current performance may be lower or higher. The investment return and principal value of an investment will fluctuate so that shares, when redeemed, may be worth more or less than their original costs. The performance quoted may reflect fee waivers in effect, and would have been lower in their absence.

 

Fund Facts

Portfolio Management

  • Los Angeles Capital Management
  • Victory Capital Management
  • Loomis, Sayles & Company, L.P.

Fees & Minimums

  • Minimum Initial Investment: $2,500
  • Minimum Subsequent Investment: $100
  • 12b-1 Fee: 0.25%
  • Expense Ratio: 1.32%
  • Ticker: DTLGX
  • CUSIP: 971897103
  • Minimum Initial Investment: $250,000
  • Minimum Subsequent Investment: $100,000
  • 12b-1 Fee: none
  • Expense Ratio: 1.04%
  • Ticker: WLCGX
  • CUSIP: 971897509
 

 

Fund Literatureยป Request these files as printed copies

Summary Prospectus

Information Statement

Prospectus

Statement of Additional Information

Capital Gains

Financial Reports

*The XBRL (eXtensible Business Reporting Language) files above can only be read with special viewer software. Additional information on the XBRL language and a free version of the viewer software is available on the SEC’s website at xbrl.sec.gov. Please note that the XBRL file does not include all of the information contained in the prospectus or summary prospectus. To access the full text of a prospectus or summary prospectus, click on the link for each fund in the prospectus or summary prospectus columns above.

 

There are risks involved with investing, including the possible loss of principal.

You should consider the Fund’s investment objectives, risks, charges, and expenses carefully before you invest. The Fund’s prospectus, which can be obtained by calling 1-866-591-1568, contains this and other information about the fund.

Read the prospectus carefully before you invest or send money.

For more complete information on the Wilshire Mutual Funds, including fees and expenses, please call 1-866-591-1568 for a prospectus. Please read it carefully before you invest or send money.

Diversification may not protect against loss.

Distributed by Ultimus Fund Distributors, LLC. Please send questions or comments to wilfunds@wilshire.com or WILSHIRE MUTUAL FUNDS, INC., P.O. Box 219512 Kansas City, MO 64121-9512. Check the background of Ultimus Fund Distributors, LLC, on FINRA’s BrokerCheck.

©2017 by Wilshire Mutual Funds, Inc., 1299 Ocean Avenue, Suite 700, Santa Monica, California, 90401-1085, USA. All rights reserved.