Wilshire Small Company Growth Portfolio Fund Class Institutional (WSMGX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
21.98
-0.33 (-1.48%)
Dec 18, 2025, 8:07 AM EST
2.00%
Fund Assets23.05M
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 Close22.31
YTD Return8.88%
1-Year Return3.53%
5-Year Return8.59%
52-Week Low16.21
52-Week High23.06
Beta (5Y)1.30
Holdings461
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 3.53% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.48%.

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

12.39% of assets
NameSymbolWeight
Argan, Inc.AGX1.78%
Pegasystems Inc.PEGA1.68%
Ligand Pharmaceuticals IncorporatedLGND1.28%
Federal Signal CorporationFSS1.23%
AAON, Inc.AAON1.21%
US BANK MMDA - USBGFS 7n/a1.15%
Primoris Services CorporationPRIM1.12%
Tarsus Pharmaceuticals, Inc.TARS1.04%
Medpace Holdings, Inc.MEDP0.97%
Rhythm Pharmaceuticals, Inc.RYTM0.95%
View More Holdings