Wilshire Large Company Growth Portfolio (DTLGX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.28: the stock has moved about 28% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerWilshire Large Company Growth Portfolio (DTLGX) trades at $45.50. Wilshire Large Company Growth Portfolio (DTLGX) is a mutual fund focused on investing in large-cap U.S. equities. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for DTLGX: DTLGX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Wilshire Large Company Growth Portfolio (DTLGX) Financial Services Profile
Wilshire Large Company Growth Portfolio (DTLGX) is a large-cap growth-focused mutual fund mirroring the Russell 1000® Index, offering investors exposure to established U.S. companies. With a beta of 1.28, it demonstrates higher volatility compared to the market, while providing no dividend yield.
What Is the Investment Thesis for DTLGX?
DTLGX offers a passive investment strategy targeting large-cap U.S. equities, mirroring the Russell 1000® Index. With a market cap of $0.21 billion and a beta of 1.28, DTLGX presents moderate market exposure with slightly higher volatility. The absence of a dividend yield may deter income-focused investors. The fund's performance is closely tied to the Russell 1000® Index, making it susceptible to market fluctuations. Growth catalysts include continued expansion of the U.S. economy and positive investor sentiment towards large-cap stocks. Key risks involve market downturns and underperformance relative to actively managed funds with similar objectives. Investors may want to evaluate DTLGX as a core holding for broad market exposure, understanding its passive nature and dependence on the overall performance of the Russell 1000® Index.
Based on FMP financials and quantitative analysis
DTLGX Key Highlights
Market Cap: $0.21B indicates a relatively small size compared to other large-cap funds.
- Beta: 1.28 suggests higher volatility than the overall market, potentially leading to larger price swings.
- Dividend Yield: None reflects a focus on capital appreciation rather than income generation.
- Investment Focus: Tracks the Russell 1000® Index, providing exposure to a broad range of large-cap U.S. equities.
- Foreign Investment: Allows investment in ADRs and GDRs, providing limited international exposure.
Who Are DTLGX's Competitors?
DTLGX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BACAX BlackRock Fds, All-Cap Energy & Resources Ptf Investor A Class | $19.41 | +0.31% | $341M | — |
| DISMX DFA - International Small Cap Growth Portfolio | $19.76 | +0.87% | $313M | — |
| DTLVX Wilshire Large Company Value Portfolio | $25.21 | +0.40% | $178M | — |
| EXBAX Manning & Napier Fd, Inc. Pro-Blend Moderate Term Srs Cl S | $14.52 | +0.28% | $260M | — |
| FACEX Frost Core Growth Equity Investor Class Shares | $14.83 | +1.02% | $229M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are DTLGX's Key Strengths?
Low expense ratio due to passive management.
- Diversified exposure to large-cap U.S. equities.
- Transparent investment strategy tied to the Russell 1000® Index.
- Established brand name of Wilshire.
What Are DTLGX's Weaknesses?
Limited potential for outperformance compared to actively managed funds.
- Performance is entirely dependent on the Russell 1000® Index.
- No dividend yield may deter income-seeking investors.
- Higher beta indicates greater volatility than the market.
What Are the Key Risks for DTLGX?
Market corrections or economic recessions can negatively impact fund performance.
- Competition from other low-cost index funds and ETFs.
- Changes in investor sentiment towards large-cap stocks.
- Dependence on the performance of the Russell 1000® Index.
What Threats Does DTLGX Face?
- Market downturns can significantly impact fund performance.
- Competition from other low-cost index funds and ETFs.
- Changes in the composition of the Russell 1000® Index.
- Increased regulatory scrutiny of passive investment vehicles.
What Are DTLGX's Competitive Advantages?
- Low-Cost Structure: Passive investment strategy allows for lower management fees compared to actively managed funds.
- Index Tracking: Replicates the widely followed Russell 1000® Index, providing instant diversification.
- Brand Recognition: Wilshire is a recognized name in the investment management industry.
- Established Track Record: History of tracking the Russell 1000® Index provides investors with confidence.
What Does DTLGX Do?
Wilshire Large Company Growth Portfolio (DTLGX) is designed to provide investors with exposure to the growth potential of large-capitalization companies in the United States. The fund operates by investing at least 80% of its net assets in the common stock of companies that align with the market capitalization range and composition of the Russell 1000® Index. This benchmark represents a significant portion of the U.S. equity market, encompassing approximately 1,000 of the largest publicly traded companies. The fund may also invest in equity securities of foreign companies that are traded within the U.S. markets, including American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs), allowing for some international diversification. The fund's investment strategy focuses on mirroring the growth characteristics of the Russell 1000® Index, making it a suitable option for investors seeking broad exposure to the large-cap segment of the U.S. equity market. The fund's approach is passive, aiming to replicate the index's performance rather than actively selecting individual stocks, which typically results in lower management fees compared to actively managed funds. DTLGX provides a straightforward way for investors to participate in the growth of established U.S. companies, aligning its investment strategy with a well-known and widely followed market index.
What Products and Services Does DTLGX Offer?
- Invests in common stock of large-cap U.S. companies.
- Tracks the performance of the Russell 1000® Index.
- Aims to replicate the composition of the Russell 1000® Index.
- May invest in American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs).
- Provides investors with exposure to a diversified portfolio of large-cap stocks.
- Offers a passive investment strategy with low management fees.
How Does DTLGX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to attract and retain investors by providing competitive returns relative to the Russell 1000® Index.
- Operates as a passive investment vehicle, minimizing active trading and research costs.
What Industry Does DTLGX Operate In?
The asset management industry is characterized by intense competition, with firms vying for investor capital through diverse investment strategies. Passive investment vehicles, like DTLGX, have gained popularity due to their low costs and ability to track market indices closely. The Russell 1000® Index, which DTLGX aims to replicate, represents a significant portion of the U.S. equity market. The fund's performance is directly linked to the performance of these large-cap companies, making it sensitive to broader economic trends and market sentiment. Competitors include other index funds and ETFs that track similar benchmarks, as well as actively managed large-cap growth funds.
Who Are DTLGX's Key Customers?
- Individual investors seeking exposure to large-cap U.S. equities.
- Institutional investors looking for a low-cost, diversified investment option.
- Retirement plan participants seeking to build long-term wealth.
- Financial advisors recommending investment strategies to their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
DTLGX Financials
Bull Case vs Bear Case
Bull Case
- Low expense ratio due to passive management.
- Diversified exposure to large-cap U.S. equities.
- Transparent investment strategy tied to the Russell 1000® Index.
- Established brand name of Wilshire.
Bear Case
- Limited potential for outperformance compared to actively managed funds.
- Performance is entirely dependent on the Russell 1000® Index.
- No dividend yield may deter income-seeking investors.
- Higher beta indicates greater volatility than the market.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
DTLGX Latest News
No recent news available for DTLGX.
DTLGX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for DTLGX.
Price Targets
Wall Street price target analysis for DTLGX.
DTLGX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for DTLGX; grades run from A+ (80-100) to F (below 30).
What Investors Ask About Wilshire Large Company Growth Portfolio (DTLGX) — Financials
What do analysts say about DTLGX stock?
However, given its nature as a passive index fund tracking the Russell 1000® Index, analysts typically focus on the overall outlook for the U.S. large-cap equity market. Key valuation metrics to consider include the price-to-earnings ratio of the Russell 1000® Index and the fund's expense ratio.
What are the main risks for DTLGX?
The primary risk for DTLGX is its dependence on the performance of the Russell 1000® Index. Market downturns or economic recessions can significantly impact the fund's value, as it is directly tied to the performance of its constituent companies. Additionally, competition from other low-cost index funds and ETFs poses a threat to DTLGX's market share.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Reliance on provided data sources for factual information.