Wilshire Large Company Growth Portfolio
DTLGX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- King Of Prussia PA 19406 King Of Prussia PA United States of America 19406
- IPO Date
- Sep 30, 1992
- CIK
- 0000890453
- Website
- wilshire.com
- Similar Companies
- Business
- Wilshire Large Company Growth Portfolio (DTLGX) is an open-end mutual fund in the large growth category that seeks capital appreciation by investing primarily in equity securities of large U.S. companies expected to exhibit above-average growth rates relative to the market. The fund employs a multi-manager approach, utilizing sub-advisors including AllianceBernstein L.P., Fred Alger Management, LLC, Los Angeles Capital Management LLC, and Voya Investment Management Co. LLC to actively manage portfolios focused on large-cap growth stocks such as NVIDIA Corp., Microsoft Corp., Meta Platforms Inc., and Amazon.com Inc.; it also incorporates derivatives like total return swaps on the Russell 1000 Growth Index for efficient exposure. Managed by Wilshire Funds Management, a division of Wilshire Associates, Inc., the fund features an investment minimum of $1,000, a net expense ratio of 1.30%, and total net assets of approximately $272 million as of recent data. Wilshire Associates, Inc., founded in 1972 and headquartered in Santa Monica, California, serves as the overarching adviser through its Funds Management unit, which provides discretionary investment management for Wilshire Mutual Funds, Inc., including multi-manager and fund-of-funds strategies across U.S. and global equities. The firm operates globally with offices in the U.S., London, Singapore, Amsterdam, Melbourne, Suzhou, and Hong Kong, catering to institutional investors, financial advisors, and individual clients via products like risk-based portfolios, target-maturity portfolios, and global tactical asset allocation overlays. In recent developments, Wilshire Associates appointed Todd Cassler as Chief Revenue Officer in 2025 to drive global growth and distribution strategies, enhancing its institutional advisory reach; the firm also reported positive third-quarter 2025 performance in its Trust Universe Comparison Service with a 4.11% gross return driven by strong U.S. and international public equities. In April 2025, Jason Schwarz was named CEO, with former CEO Andy Stewart transitioning to Executive Chairman, signaling continued leadership evolution following the 2021 acquisition by CC Capital and Motive Partners. The DTLGX portfolio maintains active turnover of 66% and has seen top holdings adjustments reflecting market dynamics in technology and communication services sectors, comprising about 52% of assets.