3 / 5 Stars
3 4 3 5 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#56 in Large Value
U.S. News evaluated 330 Large Value 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 23.53 percent over the past year, 15.41 percent over the past three years, 18.39 percent over the past five years, and 6.76 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.2%|
|3 Years (Annualized)||15.4%|
|5 Years (Annualized)||18.4%|
|10 Years (Annualized)||6.8%|
The investment seeks to provide investment results of a portfolio of publicly traded common stocks of companies in the applicable sub-category of the Wilshire 5000 IndexSM. The fund focuses on the large company value segment of the U.S. equity market. The fund invests substantially all of its assets in the common stock companies with larger market capitalizations-generally greater than $10 billion at the time of purchase. The fund invests, generally, in companies with relatively low price to book value ratios, low price to earnings ratios and higher than average dividend yields (which means that their prices are low relative to the size of their dividends).
Fees are Low compared to funds in the same category.
Wilshire Large Company Value Portfolio has an expense ratio of 1.24 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.