Wilshire Small Company Growth Portfolio Investment Class Shares (DTSGX)

Fund Assets	22.62M
Expense Ratio	1.324%
Min. Investment	$2,500
Turnover	121.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	19.60
YTD Return	8.69%
1-Year Return	6.94%
5-Year Return	0.16%
52-Week Low	17.11
52-Week High	22.86
Beta (5Y)	1.17
Holdings	443
Inception Date	Oct 1, 1992

About DTSGX

Wilshire Small Company Growth Portfolio is an open-end mutual fund designed for investors seeking exposure to the dynamic growth potential of small-cap companies in the United States. The fund primarily targets firms with above-average earnings or sales growth and typically retains earnings within its holdings, a common trait among companies with robust future prospects. By investing substantially all of its assets in the common stock of these smaller market-cap companies, Wilshire Small Company Growth Portfolio provides diversified access to sectors such as technology, healthcare, consumer discretionary, and financials—industries often characterized by rapid innovation and expansion. The portfolio benefits from a multi-manager approach, leveraging the expertise of several specialized investment teams to identify and select promising growth-oriented stocks. As a vehicle for capital appreciation, this fund aims to outperform traditional benchmarks, including the Russell 2000 Growth Index, by combining fundamental and quantitative research with a bottom-up stock selection strategy. Wilshire Small Company Growth Portfolio plays a significant role in the small-cap growth segment, offering investors a professional and diversified way to participate in the long-term growth stories of emerging companies.

• Fund Family: Wilshire Mutual Funds
• Category: Small Growth
• Performance Rating: Below Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: DTSGX
• Share Class: Investment Class
• Index: Russell 2000 Growth TR

Performance

DTSGX had a total return of 6.94% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.84%.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
FECGX	Fidelity	Fidelity Small Cap Growth Index Fund	0.05%
FCIGX	Fidelity	Fidelity Advisor Small Cap Growth I	0.88%
FCPGX	Fidelity	Fidelity Small Cap Growth Fund	0.86%
FCTGX	Fidelity	Fidelity Advisor Small Cap Growth M	1.40%
FCCGX	Fidelity	Fidelity Advisor Small Cap Growth C	1.86%

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

10.71% of assets

Name	Symbol	Weight
Ligand Pharmaceuticals Incorporated	LGND	1.43%
Willdan Group, Inc.	WLDN	1.30%
Federal Signal Corporation	FSS	1.12%
US BANK MMDA - USBGFS 7	n/a	1.10%
Oceaneering International, Inc.	OII	1.07%
HealthEquity, Inc.	HQY	0.99%
Chime Financial, Inc.	CHYM	0.97%
PDF Solutions, Inc.	PDFS	0.94%
Excelerate Energy, Inc.	EE	0.93%
UL Solutions Inc.	ULS	0.86%

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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