Wilshire Small Company Growth Portfolio Fund Class Institutional (WSMGX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
19.97
+0.06 (0.30%)
Jun 30, 2025, 8:07 AM EDT
4.23% (1Y)
| Fund Assets | 22.02M |
| Expense Ratio | 1.10% |
| Min. Investment | $250,000 |
| 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 | 19.91 |
| YTD Return | -2.54% |
| 1-Year Return | 4.23% |
| 5-Year Return | 30.09% |
| 52-Week Low | 16.21 |
| 52-Week High | 22.36 |
| Beta (5Y) | 1.09 |
| Holdings | 375 |
| Inception Date | Jul 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
Stock Exchange NASDAQ
Ticker Symbol WSMGX
Share Class Institutional Class
Index Russell 2000 Growth TR
Performance
WSMGX had a total return of 4.23% in the past year, including dividends. Since the fund's inception, the average annual return has been 4.74%.
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
15.78% of assets| Name | Symbol | Weight |
|---|---|---|
| Pegasystems Inc. | PEGA | 1.96% |
| Sprouts Farmers Market, Inc. | SFM | 1.85% |
| Texas Roadhouse, Inc. | TXRH | 1.67% |
| US BANK MMDA - USBGFS 7 | n/a | 1.66% |
| LeMaitre Vascular, Inc. | LMAT | 1.54% |
| ADMA Biologics, Inc. | ADMA | 1.52% |
| HealthEquity, Inc. | HQY | 1.50% |
| Casella Waste Systems, Inc. | CWST | 1.48% |
| AAON, Inc. | AAON | 1.39% |
| Chemed Corporation | CHE | 1.22% |