Wilshire Small Company Growth Instl (WSMGX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
22.48
+0.18 (0.81%)
Nov 3, 2025, 8:07 AM EST
0.81%
Fund Assets22.76M
Expense Ratio1.10%
Min. Investment$250,000
Turnover63.00%
Dividend (ttm)n/a
Dividend Yieldn/a
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend Daten/a
Previous Close22.30
YTD Return9.71%
1-Year Return11.29%
5-Year Return31.98%
52-Week Low16.21
52-Week High22.88
Beta (5Y)1.24
Holdings419
Inception DateJul 15, 1996

About WSMGX

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
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol WSMGX
Share Class Institutional Class
Index Russell 2000 Growth TR

Performance

WSMGX had a total return of 11.29% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.11%.

Other Share Classes

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

SymbolShare ClassExpense Ratio
DTSGXInvestment Class1.35%

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