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Wilshire Small Company Growth Portfolio Investment Class Shares (0P00002PEH)

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Condition

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17.620 -0.020    -0.11%
29/01 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 5.84M
Type:  Fund
Market:  United States
Issuer:  Wilshire Mutual Funds
Asset Class:  Equity
Wilshire Small Company Growth Portfolio Investment 17.620 -0.020 -0.11%

0P00002PEH Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Wilshire Small Company Growth Portfolio Investment (0P00002PEH) fund. Our Wilshire Small Company Growth Portfolio Investment portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Condition

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Name  Net %  Long %  Short %
Cash 1.720 1.800 0.080
Stocks 98.280 98.280 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 23.153 22.979
Price to Book 3.165 3.317
Price to Sales 2.345 2.289
Price to Cash Flow 10.896 12.829
Dividend Yield 0.593 0.625
5 Years Earnings Growth 12.769 14.331

Sector Allocation

Name  Net % Category Average
Healthcare 26.070 20.392
Technology 22.300 24.100
Industrials 16.740 20.419
Consumer Cyclical 10.480 11.326
Financial Services 7.930 9.590
Consumer Defensive 5.590 4.128
Energy 4.840 3.743
Basic Materials 2.950 3.562
Utilities 1.470 1.253
Real Estate 1.010 3.077
Communication Services 0.640 2.112

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 371

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Pegasystems US7055731035 2.32 106.86 +0.33%
  Texas Roadhouse US8826811098 2.03 182.65 +0.34%
  LeMaitre Vascular US5255582018 2.02 100.15 +0.23%
  Workiva Inc US98139A1051 1.77 99.10 -1.36%
  Guidewire US40171V1008 1.72 211.53 +2.02%
  AAON US0003602069 1.57 116.60 +5.62%
  Sprouts Farmers US85208M1027 1.54 156.25 +0.74%
Excelerate Energy Inc Class A - 1.41 - -
  Casella US1474481041 1.40 108.91 +2.43%
  Federal Signal US3138551086 1.26 98.94 +1.51%

Top Equity Funds by Wilshire Mutual Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wilshire VIT Global Allocation Fund 487.14M 10.97 2.02 5.90
  Wilshire 5000 Index Invmt 231.98M 26.45 9.95 12.30
  Wilshire International Equity Instl 214.48M 9.63 3.00 6.24
  Wilshire Large Company Growth Instl 177.74M 36.31 10.06 14.79
  Wilshire Large Company Value Instl 163.9M 21.04 9.39 8.18
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