Wilshire Small Company Growth Portfolio (DTSGX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
17.84
+0.05 (0.28%)
Sep 18, 2025, 8:05 AM EDT
0.28% (1Y)
| Fund Assets | 22.21M |
| Expense Ratio | 1.35% |
| Min. Investment | $2,500 |
| Turnover | 63.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 17.79 |
| YTD Return | 5.25% |
| 1-Year Return | 7.86% |
| 5-Year Return | 26.05% |
| 52-Week Low | 13.41 |
| 52-Week High | 18.51 |
| Beta (5Y) | 1.13 |
| Holdings | 411 |
| Inception Date | Sep 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 7.86% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.75%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
| Symbol | Share Class | Expense Ratio |
|---|---|---|
| WSMGX | Institutional Class | 1.10% |
Top 10 Holdings
14.00% of assets| Name | Symbol | Weight |
|---|---|---|
| Federal Signal Corporation | FSS | 2.15% |
| Pegasystems Inc. | PEGA | 1.84% |
| Texas Roadhouse, Inc. | TXRH | 1.68% |
| US BANK MMDA - USBGFS 7 | n/a | 1.64% |
| Sterling Infrastructure, Inc. | STRL | 1.23% |
| ADMA Biologics, Inc. | ADMA | 1.16% |
| AAON, Inc. | AAON | 1.15% |
| Excelerate Energy, Inc. | EE | 1.07% |
| Paylocity Holding Corporation | PCTY | 1.06% |
| Argan, Inc. | AGX | 1.03% |