DTLVX Mutual Fund
DTLVX Mutual Fund
Wilshire Large Company Value Portfolio Fund Investment Class
DTLVX Mutual Fund Overview
DTLVX Mutual Fund (Wilshire Large Company Value Portfolio Fund Investment Class) is managed by Wilshire with $4.3M in net assets. DTLVX expense ratio is 1.30%, holding 519 positions across sectors including Unknown, Financials, Information Technology. Inception date: 1992-09-30.
DTLVX performance shows a YTD return of 13.60%. The 1-year return is 18.24% and the 5-year return is 8.98%. DTLVX dividend yield stands at 8.84%, paid annually.
DTLVX top holdings include Voya Vacs Series Sc Fund (2.3%), Workday, Inc., Class A (1.4%), Apa Corp (1.4%), F5 Networks Inc. (1.4%), Wells Fargo & Co. (1.1%). View all DTLVX holdings, sector breakdown, or dividend history.
DTLVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DTLVX alternatives are available via the screener, along with tax-loss harvesting opportunities.