Wilshire Small Company Growth Portfolio Fund Class Institutional (WSMGX)
| Fund Assets | 21.52M |
| Expense Ratio | 1.10% |
| Min. Investment | $250,000 |
| 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 | 23.39 |
| YTD Return | 7.63% |
| 1-Year Return | 37.80% |
| 5-Year Return | 2.73% |
| 52-Week Low | 16.94 |
| 52-Week High | 23.91 |
| Beta (5Y) | n/a |
| Holdings | 375 |
| Inception Date | Jul 15, 1996 |
About WSMGX
The Wilshire Small Company Growth Portfolio Fund Class Institutional is a mutual fund that targets the small-cap growth segment of the U.S. equity market. Its primary objective is to achieve capital appreciation by investing substantially all of its assets in the common stocks of companies with relatively small market capitalizations at the time of purchase. The fund emphasizes investments in businesses that have demonstrated above-average earnings or sales growth and a strong retention of earnings, characteristics often associated with higher price-to-earnings ratios. By focusing on these growth-oriented small companies, the fund seeks to capture the dynamic expansion potential typical of this market segment. Performance is benchmarked against the Russell 2000 Growth Index, providing context for its results against the broader small-cap growth universe. Managed since 1996, this fund plays a significant role for institutional investors aiming to diversify portfolios with U.S. small-cap growth exposure, complementing broader equity or multi-asset strategies.
Performance
WSMGX had a total return of 37.80% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.24%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
| Symbol | Share Class | Expense Ratio |
|---|---|---|
| DTSGX | Investment Class | 1.35% |
Top 10 Holdings
12.16% of assets| Name | Symbol | Weight |
|---|---|---|
| US BANK MMDA - USBGFS 7 | n/a | 1.57% |
| Sterling Infrastructure, Inc. | STRL | 1.39% |
| Argan, Inc. | AGX | 1.30% |
| Ligand Pharmaceuticals Incorporated | LGND | 1.27% |
| Federal Signal Corporation | FSS | 1.19% |
| Cogent Biosciences, Inc. | COGT | 1.12% |
| Pegasystems Inc. | PEGA | 1.10% |
| ADMA Biologics, Inc. | ADMA | 1.09% |
| AAON, Inc. | AAON | 1.06% |
| UL Solutions Inc. | ULS | 1.06% |