Wilshire Large Company Value Portfolio

Wilshire combines managers that have the experience to seek out U.S.-based, large-capitalization companies with price-to-earnings and price-to-book value ratios that are below the market average. Wilshire has identified three large-cap value managers, each with a distinct investment style, and combined them to create a diversified, risk-managed portfolio.

Investment Market CapWilshire monitors the overall fund as well as each individual manager’s portfolio to oversee and confirm that both continue to be 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 well positioned to deliver competitive risk-adjusted performance.

Investment Strategy

  • Focuses on the large-company value segment of the U.S.-equity market.
  • Invests substantially all its assets in companies with largest market capitalizations—greater than approximately $1.9 billion as of the date of the fund’s summary prospectus.
  • Invests in companies with relatively low price-to-book value ratios, low price-to-earnings ratios, and higher-than-average dividend yields (i.e., their prices are low relative to the sizes of their dividends).



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 (DTLVX) 3.52% 3.18% 5.21% 7.99% 17.64% 7.26% 12.63% 4.90% 8.20% 8.41%
Inst’l Class (WLCVX) 3.55% 3.21% 5.35% 8.22% 17.78% 7.47% 12.86% 5.13% 8.44% 7.81%


Quarterly as of 9/30/2017 3Q 2017 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inc.*
Investment Class (DTLVX) 3.18% 7.99% 17.64% 7.26% 12.63% 4.90% 8.41%
Inst’l Class (WLCVX) 3.21% 8.22% 17.78% 7.47% 12.86% 5.13% 7.81%
*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

  • Pzena Investment Management
  • Los Angeles Capital Management
  • Barrow, Mewhinney & Strauss LLC

Fees & Minimums

  • Minimum Initial Investment: $2,500
  • Minimum Subsequent Investment: $100
  • 12b-1 Fee: 0.25%
  • Expense Ratio: 1.26%
  • Ticker: DTLVX
  • CUSIP: 971897202
  • Minimum Initial Investment: $250,000
  • Minimum Subsequent Investment: $100,000
  • 12b-1 Fee: none
  • Expense Ratio: 1.04%
  • Ticker: WLCVX
  • CUSIP: 971897608


Fund Literatureยป Request these files as printed copies

Summary Prospectus

Information Statement


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. In addition to the normal risks associated with investing, international investments may involve risk or capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from social, economic or political instability in other nations.

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.