3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#212 in Large Growth
U.S. News evaluated 466 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 27.06 percent over the past year, 14.31 percent over the past three years, 17.81 percent over the past five years, and 6.65 percent over the past decade.
|Trailing Returns||Updated 11.30.2013|
|Year to date||26.6%|
|3 Years (Annualized)||14.3%|
|5 Years (Annualized)||17.8%|
|10 Years (Annualized)||6.6%|
Wilshire Large Company Growth generally stays toward the middle of the pack in any given year.
As of December 04, 2013, the fund has assets totaling almost $353.58 million invested in 295 different holdings. Its portfolio consists primarily of shares of large companies.
With more than 200 names in its portfolio, this fund is broadly diversified. But as of the end of 2010, tech names dominated the top spots. Notably, its four largest holdings were Apple, Google, Qualcomm, and Microsoft. Last year, Apple boosted the fund's performance, while Google and Microsoft, which finished the year in the red, hurt returns. Compared with its peers, the fund has a hefty allocation to mid-cap companies, which account for roughly a fifth of its portfolio. As of the end of January, the fund's trailing three-year returns beat those of the S&P 500 by 1.5 percentage points per year. The fund has returned 27.06 percent over the past year and 14.31 percent over the past three years.
Historically, this fund has been fairly range-bound. Because its portfolio is so diversified, it has generally--for better or worse--avoided the extremes in any given year. Since 2003, it hasn't finished a single year in the top 20 or bottom 20 percent of Morningstar's large-growth category. The fund has returned 17.81 percent over the past five years and 6.65 percent over the past decade.
According to the fund's prospectus: "The Portfolio focuses on the large company growth segment of the U.S. equity market. ... The Portfolio 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."
Role in Portfolio
This fund could lend support to a well-balanced portfolio.
A team of six managers runs the fund. The fund's assets are split among a variety of subadvisers.
Wilshire Large Company Growth Portfolio has an expense ratio of 1.39 percent.
Like all stock funds, this one comes with some risks.