Wilshire Large Company Growth Portfolio
Shareclass
Wilshire Large Company Growth Instl (WLCGX)
Type
Open-end mutual fund
Manager
Gender equality score
53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,228 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Wilshire Large Company Growth Portfolio WLCGX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Boston Scientific Corp0.21% of assets$616,928 invested
- 2. Mastercard Inc Class A0.49% of assets$1.42M invested
- 3. Uber Technologies Inc0.37% of assets$1.09M invested
- 4. Moodys Corp0.29% of assets$862,745 invested
- 5. Lyft Inc Class A0.11% of assets$322,761 invested
- 6. The Goldman Sachs Group Inc0.05% of assets$146,860 invested
- 7. Expedia Group Inc0.32% of assets$929,620 invested
- 8. Microsoft Corp6.35% of assets$18.61M invested
- 9. S&P Global Inc0.3% of assets$867,861 invested
- 10. Salesforce Inc0.21% of assets$620,124 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Core Scientific Inc0.16% of assets$456,098 invested
- 2. Astera Labs Inc0.29% of assets$839,263 invested
- 3. Carvana Co Class A<0.01% of assets$18,182 invested
- 4. Celsius Holdings Inc0.07% of assets$197,325 invested
- 5. Heico Corp Class A0.42% of assets$1.24M invested
- 6. Shopify Inc Registered Shs -A- Subord Vtg0.11% of assets$323,568 invested
- 7. Roblox Corp Ordinary Shares - Class A0.04% of assets$118,243 invested
- 8. Palantir Technologies Inc Ordinary Shares - Class A0.09% of assets$262,573 invested
- 9. Ryan Specialty Holdings Inc Class A0.1% of assets$297,458 invested
- 10. Blackstone Inc0.26% of assets$768,250 invested
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Financial performance
Performance data provided by
Find more financial data on WLCGX at Morningstar.com
Find more financial data on WLCGX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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