The investment seeks to replicate as closely as possible the performance of the Wilshire 5000 Index SM before the deduction of index fund expenses. The fund invests at least 80% of its assets in the equity securities of companies included in the index that are representative of the index. The managers may use enhanced stratified sampling techniques in an attempt to replicate the performance of the index. The fund normally holds stocks representing at least 90% of the total market value of the index.

Nasdaq

WFIVX

Under normal circumstances, the fund invests at least 80% of the value of its net assets in a diversified portfolio of U.S. equity (or equity-related) securities of large-cap companies (primarily common stocks). Large-cap companies are companies that have a market capitalization at the time of purchase at least equal to that of the smallest company in the Russell 1000 Index, or at least equal to that of the smallest company expected to be included in the Russell 1000 Index after its next scheduled reconstitution.

WMLIX

The fund invests primarily in common stocks of established U.S. companies with large market capitalization, or large cap companies. It will invest at least 80% of its net assets, under normal circumstances, in equity securities. In selecting investments for the fund, the adviser chooses stocks of companies which the advisor believes have above-average growth potential at attractive prices. The fund invests primarily in common stocks of U.S. companies, but may, to a lesser extent, invest in equity REITs, common stocks of foreign companies and American Depositary Receipts ("ADRs").

WOGSX

The fund’s investment strategy is to buy above-average to highest-quality businesses, at prices that the advisor believes are less than what the companies are worth. The fund is a "multi-cap" fund and may invest in securities of any market capitalization. It may invest in securities issued by non-U.S. companies, which may be denominated in U.S. dollars or foreign currencies. As part of the fund's strategy, the fund may concentrate its investments in securities of relatively few issuers.

WPVLX

The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities, such as common stock. It may invest in companies of any size, but generally focuses on large capitalization companies. The Adviser evaluates financially material environmental, social, and governance (ESG) factors as part of the investment decision-making process for the fund.

WSEFX

The fund primarily invests in common stocks of established companies listed on the New York Stock Exchange with strong earnings and dividends. The advisor aims to maintain a diversified portfolio of high-quality stocks.

WSHFX

The investment seeks capital growth and appreciation. The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets in equity securities, primarily in common stocks of large-capitalization companies. It seeks to invest in companies that the manager believes are high-quality, have sustainable competitive advantages accompanied by financial strength and earnings stability, and have leading positions in their industries. The fund invests in securities that have the potential for capital appreciation, or that the manager expects to resist market decline.

WTRCX

Under normal circumstances, the fund will invest the majority of its assets in common stock of larger companies. The Adviser considers larger companies to be issuers with market capitalizations equal to or greater than the median company in the Russell 1000 Index. It may invest in securities issued by non-U.S. companies, which may be denominated in U.S. dollars or foreign currencies.

WVALX

The fund invests primarily in equity securities without regard to market capitalization that the Adviser believes will produce high, risk-adjusted, forward rates of return. It may also write options on a portion of the fund's long equity portfolio as a means to generate additional income and to tax-efficiently enter and exit positions. It is non-diversified.

YCGEX

The fund invests primarily in domestic and foreign equity securities. Its investments in foreign equity securities may include emerging market securities. The fund also may invest in debt securities. Its investments in debt securities may include U.S. Treasury notes and bonds, investment grade corporate debt securities, convertible debt securities and debt securities below investment grade (high yield or junk bonds). The fund is non-diversified.

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
WFIVX	Wilshire 5000 Index Portfolio	Large Cap Blend Equities	Feb 1, 1999	0.54%	-3.20%	12.72%	9.26%	43
WMLIX	Wilmington Large-Cap Strategy Fund	Large Cap Blend Equities	Jul 1, 2003	0.25%	-3.41%	14.43%	12.65%	44
WOGSX	White Oak Select Growth Fund	Large Cap Blend Equities	Aug 3, 1992	0.89%	-4.53%	13.17%	8.53%	45
WPVLX	Weitz Partners Value Fund	Large Cap Blend Equities	Jun 1, 1983	1.09%	-7.61%	6.44%	9.77%	1
WSEFX	Boston Trust Walden Equity Fund	Large Cap Blend Equities	Jun 18, 1999	1.00%	-2.76%	11.36%	11.88%	37
WSHFX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	Aug 5, 2008	0.64%	-2.76%	12.06%	10.39%	35
WTRCX	Delaware Ivy Core Equity Fund	Large Cap Blend Equities	Sep 21, 1992	1.75%	-3.96%	14.65%	23.84%	26
WVALX	Weitz Value Fund	Large Cap Blend Equities	May 9, 1986	1.04%	-11.75%	8.49%	24.74%	1
YCGEX	YCG Enhanced Fund	Large Cap Blend Equities	Dec 28, 2012	1.19%	-10.57%	10.61%	5.50%	1
YFSIX	AMG Yacktman Global Fund	Large Cap Blend Equities	Jan 30, 2017	0.95%	9.83%	—	0.00%	46

The Best Large Cap Blend Equities Mutual Funds

Risk vs. Return Scatterplot