Wilshire Small Company Growth Portfolio (DTSGX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
18.57
+0.15 (0.81%)
Nov 3, 2025, 8:05 AM EST
0.81%
Fund Assets22.76M
Expense Ratio1.35%
Min. Investment$2,500
Turnover63.00%
Dividend (ttm)n/a
Dividend Yieldn/a
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend Daten/a
Previous Close18.42
YTD Return9.56%
1-Year Return11.07%
5-Year Return30.37%
52-Week Low13.41
52-Week High18.89
Beta (5Y)1.13
Holdings419
Inception DateSep 30, 1992

About DTSGX

The fund invests substantially all of its assets in the common stock of companies with smaller market capitalizations-generally within the range of companies comprising the Russell 2000® Growth Index. The fund invests in companies that historically have above average earnings or above average sales growth and retention of earnings, often such companies have above average price to earnings ratios.

Fund Family Wilshire Mutual Funds
Category Small Growth
Stock Exchange NASDAQ
Ticker Symbol DTSGX
Share Class Investment Class
Index Russell 2000 Growth TR

Performance

DTSGX had a total return of 11.07% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.85%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
FECGXFidelityFidelity Small Cap Growth Index0.05%
FCIGXFidelityFidelity Advisor Small Cap Growth I1.07%
FCPGXFidelityFidelity Small Cap Growth1.05%
FCTGXFidelityFidelity Advisor Small Cap Growth M1.58%
FCCGXFidelityFidelity Small Cap Growth Fund2.08%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
WSMGXInstitutional Class1.10%

Top 10 Holdings

13.81% of assets
NameSymbolWeight
US BANK MMDA - USBGFS 7n/a2.61%
Federal Signal CorporationFSS2.03%
Pegasystems Inc.PEGA1.63%
Texas Roadhouse, Inc.TXRH1.28%
AAON, Inc.AAON1.08%
Mirum Pharmaceuticals, Inc.MIRM1.05%
Ligand Pharmaceuticals IncorporatedLGND1.04%
Sterling Infrastructure, Inc.STRL1.04%
LeMaitre Vascular, Inc.LMAT1.03%
Primoris Services CorporationPRIM1.02%
View More Holdings