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Wilshire Large Company Growth Instl (WLCGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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49.46-0.04 (-0.08%)
At close: 08:01PM EDT

Wilshire Large Company Growth Instl

King Of Prussia PA 19406

1299 Ocean Avenue Suite 700

Wilshire Mutual Funds Inc

Management information
John H. Fogarty,Lead manager since 14 December 2021
John Fogarty is a Senior Vice President and Portfolio Manager for U.S. Growth Equities at AB, a position he has held since 2009. He rejoined the firm in 2006 as a fundamental research analyst covering consumer-discretionary stocks in the U.S., having previously spent nearly three years as a hedge fund manager at Dialectic Capital Management and Varden Partners. Mr. Fogarty began his career at AB in 1988, performing quantitative research, and joined the US Large Cap Growth team as a generalist and quantitative analyst in 1995. He became a portfolio manager in 1997. Mr. Fogarty holds a B.A. in history from Columbia University and is a CFA charterholder.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Growth
Fund familyWilshire Mutual Funds
Net assets234.67M
YTD return8.58%
Yield0.27%
Morningstar rating★★★
Inception date29 Sept 1992

Fund operations

Last dividend0.13
Last cap gain1.00
Holdings turnover66.00%
Average for categoryN/A

Fees and expenses

ExpenseWLCGXCategory average
Annual report expense ratio (net)1.30%0.99%
Prospectus net expense ratio1.30%N/A
Prospectus gross expense ratio1.33%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A