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Wilshire Small Company Value Portfolio Investment Class Shares (DTSVX)

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29.950 -0.240    -0.79%
26/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 5.91M
Wilshire Small Company Value Portfolio Investment 29.950 -0.240 -0.79%

DTSVX Overview

 
Find basic information about the Wilshire Small Company Value Portfolio Investment Class Shares mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add DTSVX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change27.76%
Prev. Close30.19
Risk Rating
TTM Yield0.14%
ROE11.97%
IssuerN/A
Turnover66%
ROA3.79%
Inception DateSep 30, 1992
Total Assets5.91M
Expenses1.35%
Min. Investment250,000
Market Cap2.16B
CategorySmall Value
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Wilshire Small Company Value Portfolio Investment Class Shares Analysis


Performance

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Condition

Frequency

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%

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Frequency

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1086 1089 1242 1212 1619 2208
Fund Return 8.6% 8.94% 24.2% 6.61% 10.11% 8.24%
Place in category 262 141 208 165 240 155
% in Category 51 35 41 45 58 49

Top Equity Funds by Wilshire Mutual Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wilshire VIT Global Allocation Fund 492.58M 12.84 3.81 6.16
  Wilshire 5000 Index Invmt 234.55M 19.81 9.92 12.26
  Wilshire International Equity Instl 214.94M -0.29 2.29 5.49
  Wilshire Large Company Growth Instl 181.11M 3.83 7.60 13.04
  Wilshire Large Company Value Instl 172.26M 0.20 9.58 7.53

Top Funds for Small Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Small Cap Value Index Admi 20.97B 12.05 6.25 8.94
  DFA US Small Cap Value I 17.94B 7.80 8.46 8.65
  DFA US Targeted Value I 14.65B 6.78 7.63 8.98
  Vanguard Small Cap Value Index I 6.06B 12.08 6.26 8.95
  Undiscovered Managers Behavioral V6 3.86B 9.47 8.57 9.98

Top Holdings

Name ISIN Weight % Last Change %
  Red Rock Resorts US75700L1089 1.56 49.62 -0.27%
  Mr. Cooper US62482R1077 1.50 98.65 +0.36%
  Live Oak Bancshares Inc US53803X1054 1.21 48.88 +0.79%
First Advantage Corp - 1.10 - -
  Enovis US1940145022 1.06 48.32 +1.21%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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