Wilshire Large Company Growth Portfolio
Shareclass
Wilshire Large Company Growth Invmt (DTLGX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Wilshire Large Company Growth Portfolio
FUND COVERAGE
# of holdings146
% of assets68%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
25 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Boston Scientific Corp0.17%$561,568
- 2. Citigroup Inc0.07%$233,552
- 3. Expedia Group Inc0.21%$697,466
- 4. Vertex Pharmaceuticals Inc0.23%$773,881
- 5. Microsoft Corp7.57%$25.11M
- 6. S&P Global Inc0.14%$469,675
- 7. Merck & Co Inc0.06%$192,787
- 8. Neurocrine Biosciences Inc0.22%$737,416
- 9. HubSpot Inc<0.01%$30,875
- 10. Lyft Inc Class A0.19%$638,246
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. TKO Group Holdings Inc0.1%$325,560
- 2. Shopify Inc Registered Shs -A- Subord Vtg0.13%$415,216
- 3. Astera Labs Inc0.52%$1.72M
- 4. Carvana Co Class A0.12%$381,767
- 5. QXO Inc0.28%$938,667
- 6. Heico Corp Class A0.35%$1.17M
- 7. Heico Corp0.15%$513,607
- 8. Talen Energy Corp Ordinary Shares New0.9%$2.97M
- 9. Roblox Corp Ordinary Shares - Class A0.46%$1.53M
- 10. Celsius Holdings Inc0.14%$454,516
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Wilshire Large Company Growth Portfolio
Totals
Holdings
Assets
Weight
Prisons
8
$52.55M
16%
Prisons high risk
2
$529,870
0.16%
Private prisons
0
$0
0%
Borders
7
$52.2M
16%
Borders high risk
3
$1.78M
0.54%
Total
9
$53.8M
16%
Holdings — 9 flagged holdings
1.
Microsoft Corp
:$25.11M
7.57%
2.
Amazon.com Inc
:$14.11M
4.25%
3.
Alphabet Inc Class C
:$9.39M
2.83%
4.
Alphabet Inc Class A
:$1.82M
0.55%
5.
Costco Wholesale Corp
$1.33M
0.4%
6.
Palantir Technologies Inc Ordinary Shares - Class A
:$1.25M
0.38%
7.
Axon Enterprise Inc
:$292,079
0.09%
8.
Cardinal Health Inc
$277,662
0.08%
9.
Motorola Solutions Inc
:$237,791
0.07%
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 DTLGX
Environment
Social
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