WLCGX

ActiveMin. $1M

Large Company Growth Portfolio

Category: US Equity (9,528 funds)

Expense Ratio

1.00%

Annual Cost per $10K

$100.00

30-Year Fee Drag per $10K

$18,688

at 7% annual return

Fund Type

Mutual Fund

Active · Min: $1M

Trailing 12-Month

+29.96%

Asset Allocation

US Equity

84%

US Bond

13%

Intl Bond

Fee Comparison

WLCGX

1.00%

US Equity average

1.06%

US Equity cheapest

BKLC

0.00%

Index benchmark

0.03%

6% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+124.53%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

WLCGX at 1.00%$287,175

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$93,438

Cost vs index fund−$90,250

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

Ticker	Name	ER	1yr	3yr	5yr
WLCGX	Large Company Growth Portfolio	1.00%	+29.96%	+30.95%	+17.33%
ACIIX	Equity Income Fund	0.59%	+7.73%	+9.09%	+9.97%
FCTDX	Strategic Advisers Fidelity U.S. Total Stock Fund	0.28%	+14.87%	+19.68%	+14.70%
TIACX	Investment Co of America	0.63%	+20.95%	+24.94%	+18.10%
FSAKX	Strategic Advisers U.S. Total Stock Fund	0.21%	+14.73%	—	—
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	0.35%	+17.57%	+23.05%	—
JLGMX	JPMorgan Large Cap Growth Fund	0.94%	+21.66%	+26.69%	+16.47%
AFMFX	American Mutual Fund	0.57%	+13.05%	+13.96%	+14.17%
AAFTX	American Funds 2035 Target Date Retirement Fund	0.67%	+15.82%	+15.87%	+10.58%
MXMPX	Empower Moderate Profile Fund	0.90%	+10.27%	+10.72%	+7.74%
JEPI	JPMorgan Equity Premium Income ETF	0.35%	+5.28%	+10.32%	+10.93%
EKBDX	Allspring Diversified Capital Builder Fund	1.01%	+12.78%	+21.90%	+12.65%
FAIRX	The Fairholme Fund	1.00%	-8.14%	+10.92%	+10.38%
BLPAX	American Funds Moderate Growth and Income Portfolio	0.93%	+15.22%	+14.72%	+9.87%
OIEFX	JPMorgan Equity Income Fund	0.95%	+9.91%	+10.24%	+12.93%
MFEGX	MFS Growth Fund	0.83%	+17.10%	+22.40%	+11.49%
CDIRX	Columbia Dividend Income Fund	1.15%	+9.72%	+13.23%	+12.29%
FSLTX	Strategic Advisers Alternatives Fund	1.56%	+7.58%	+4.51%	—
CGIOX	Calamos Growth & Income Fund	0.73%	+22.36%	+19.50%	+14.61%
JMUEX	JPMorgan U.S. Equity Fund	0.94%	+15.48%	+21.38%	+16.77%
TRQZX	T. Rowe Price Mid-Cap Growth Fund, Inc.	0.61%	+4.84%	+11.94%	+7.88%
JULCX	Multimanager Lifestyle Conservative Portfolio	0.82%	+6.48%	+6.96%	+3.42%
PAVLX	T. Rowe Price Value Fund, Inc.	0.94%	+8.37%	+12.78%	+13.62%
TSPNX	T. Rowe Price Spectrum Income Fund	0.46%	+6.81%	+7.60%	—
OAZMX	Oakmark Fund	0.63%	+15.26%	+20.02%	—
PRBLX	Parnassus Core Equity Fund	0.82%	+11.48%	+5.68%	+3.41%
CAPAX	Federated Hermes Capital Income Fund	0.89%	+9.37%	+9.33%	+6.24%
FRDPX	Franklin Rising Dividends Fund	0.83%	+9.76%	+12.44%	+12.30%
JVMAX	Disciplined Value Mid Cap Fund	0.74%	+10.03%	+12.85%	+14.86%
PEIYX	Putnam Large Cap Value Fund	0.63%	+13.21%	+17.09%	+15.02%
TADGX	T. Rowe Price Dividend Growth Fund, Inc.	0.89%	+11.08%	+13.41%	+12.98%
MXLYX	Empower Lifetime 2015 Fund	0.76%	+8.79%	+9.01%	+5.50%
JGACX	JPMorgan Growth Advantage Fund	0.99%	+20.21%	+25.78%	+15.42%
FAGAX	Fidelity Advisor Growth Opportunities Fund	0.74%	-10.27%	-29.69%	-40.59%
JHLAX	Multimanager Lifestyle Balanced Portfolio	0.91%	+8.72%	+10.40%	+6.87%
JHQAX	JPMorgan Hedged Equity Fund	0.82%	+7.03%	+14.24%	+9.64%
GETGX	Victory Sycamore Established Value Fund	0.89%	+1.00%	+7.91%	+12.32%
PAFDX	T. Rowe Price Equity Income Fund	0.98%	+10.27%	+11.89%	+14.97%
DTLGX	Large Company Growth Portfolio	1.30%	+29.54%	+30.57%	+16.98%
VAFAX	Invesco American Franchise Fund	0.93%	+20.11%	+24.09%	+11.60%
MXELX	Empower Lifetime 2025 Fund	0.81%	+10.13%	+10.45%	+6.60%
FBCGX	Fidelity Blue Chip Growth K6 Fund	0.45%	+30.88%	+35.50%	+19.13%
JEPAX	JPMorgan Equity Premium Income Fund	0.45%	+4.61%	+9.72%	+10.32%
TIBOX	Thornburg Investment Income Builder Fund	0.84%	+30.88%	+23.10%	+18.21%
CCIFX	Columbia Seligman Technology and Information Fund	0.91%	—	—	—
MLAAX	NYLI Winslow Large Cap Growth Fund	0.94%	+26.40%	+30.14%	+16.44%
PRWAX	T. Rowe Price All-Cap Opportunities Fund	0.79%	+18.45%	+22.46%	+15.67%
MXAGX	Empower Lifetime 2020 Fund	0.78%	+9.29%	+9.63%	+5.96%
MXBPX	Empower Moderately Aggressive Profile Fund	0.99%	+11.75%	+12.39%	+9.27%
TRZVX	T. Rowe Price Small-Cap Value Fund, Inc.	0.64%	+7.01%	+8.70%	+11.40%
PGORX	Putnam Large Cap Growth Fund	0.93%	+25.99%	+29.27%	+16.50%
JGAQX	JPMorgan Value Advantage Fund	0.99%	+7.25%	+11.24%	+14.88%
RMQAX	Monthly Rebalance NASDAQ-100 2x Strategy Fund	1.42%	+40.59%	+53.26%	+27.40%
LSITX	ClearBridge Large Cap Growth Fund	0.64%	+12.36%	+22.95%	+11.28%
UBVAX	Undiscovered Managers Behavioral Value Fund	1.24%	+4.21%	+9.09%	+17.73%
SHISX	BlackRock Health Sciences Opportunities Portfolio	1.15%	-8.85%	+5.97%	+4.29%
JHLMX	Multimanager Lifestyle Moderate Portfolio	0.86%	+7.52%	+8.56%	+5.16%
PASTX	T. Rowe Price Science & Technology Fund, Inc.	1.06%	+28.62%	+37.83%	+15.31%
TQAIX	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund	0.65%	+6.95%	+13.44%	+9.03%
RTMTX	Tax-Managed U.S. Large Cap Fund	0.81%	+16.58%	+19.85%	+14.77%
BBVSX	Bridge Builder Small/Mid Cap Value Fund	0.38%	+8.12%	+11.62%	+14.54%
NLSAX	Neuberger Berman Long Short Fund	1.68%	+9.73%	+9.55%	+6.76%
EQTIX	Shelton Equity Income Fund	0.67%	+9.39%	+14.44%	+12.27%
OAZLX	Oakmark Select Fund	0.73%	+15.29%	+20.57%	—
SHAPX	ClearBridge Appreciation Fund	0.91%	+17.98%	+19.09%	+15.56%
RYCCX	NASDAQ-100 2x Strategy Fund	1.74%	+35.15%	+49.43%	+24.38%
MXCPX	Empower Conservative Profile Fund	0.76%	+6.77%	+7.31%	+4.24%
RYNVX	Nova Fund	1.41%	+22.74%	+27.84%	+21.17%
FFRLX	Federated Hermes Floating Rate Strategic Income Fund	0.73%	+5.85%	+7.48%	+4.68%
GOGFX	Victory Sycamore Small Company Opportunity Fund	1.23%	+3.01%	+5.50%	+10.36%
SVFIX	Smead Value Fund	0.90%	—	—	—
CPATX	Counterpoint Tactical Income Fund	2.25%	+4.78%	+6.75%	+4.97%
CEYRX	Calvert Equity Fund	0.58%	+6.55%	+12.06%	+10.35%
JCMAX	JPMorgan Mid Cap Equity Fund	1.09%	+6.61%	+11.59%	+10.64%
LGLOX	Lord Abbett Growth Leaders Fund	0.59%	+37.54%	+30.75%	+13.93%
JGAVX	JPMorgan U.S. Value Fund	0.94%	+8.18%	+12.03%	+14.85%
AASRX	American Beacon Small Cap Value Fund	0.77%	+1.22%	+7.53%	+13.85%
NICSX	Nicholas Fund, Inc.	0.70%	+5.92%	+21.26%	+13.64%
HFMCX	THE HARTFORD MIDCAP FUND	1.07%	+4.43%	+7.76%	+4.97%
CZMVX	Multi-Manager Value Strategies Fund$1M min	0.69%	+7.20%	+12.40%	+12.22%
AMFEX	AAMA EQUITY FUND	1.18%	+14.72%	+15.92%	+13.05%
CTAKX	American Funds College 2036 Fund	0.43%	+16.21%	+17.43%	+10.67%
JSECX	JPMorgan Small Cap Equity Fund	1.24%	-2.40%	+5.19%	+6.56%
TWHIX	Heritage Fund	1.00%	+17.76%	+18.33%	+10.05%
PMEGX	T. Rowe Price Institutional Mid-Cap Equity Growth Fund$1M min	0.61%	+4.30%	+11.42%	+7.20%
MEFAX	MassMutual Mid Cap Growth Fund	1.11%	+9.08%	+15.28%	+5.46%
HGOFX	THE HARTFORD GROWTH OPPORTUNITIES FUND	0.73%	+27.56%	+32.31%	+13.35%
DLCZX	Destinations Large Cap Equity Fund	0.81%	+14.12%	+18.67%	+12.77%
PPA	Invesco Aerospace & Defense ETF	0.58%	+39.71%	+28.44%	+24.82%
VDAFX	Dynamic Allocation Fund	0.83%	+7.73%	+10.35%	+5.96%
FEIQX	Franklin Equity Income Fund	0.50%	+14.27%	+15.32%	+14.87%
PABVX	MidCap Value Fund I	1.19%	+2.07%	+8.98%	+13.26%
CCASX	CONESTOGA SMALL CAP FUND	1.10%	-6.78%	+5.14%	+3.68%
MERDX	Meridian Growth Fund	0.85%	-3.90%	+4.04%	+2.36%
FGRAX	Franklin Growth Opportunities Fund	0.94%	+14.39%	+23.61%	+10.61%
FCPVX	Fidelity Small Cap Value Fund	1.20%	+5.81%	+10.40%	+15.81%
PARMX	Parnassus Mid Cap Fund	0.95%	+8.29%	+4.07%	+2.44%
PZHEX	T. Rowe Price Hedged Equity Fund	0.46%	+12.94%	—	—
ANODX	Small Cap Growth Fund	0.79%	+12.33%	+12.83%	+7.99%
MXDPX	Empower Moderately Conservative Profile Fund	0.82%	+8.51%	+8.99%	+6.02%
GABSX	The Gabelli Small Cap Growth Fund	1.37%	+8.06%	+13.83%	+14.24%

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