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Wilshire Small Company Growth Portfolio Fund Class Institutional (0P00002YBK)

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22.260 -0.090    -0.40%
26/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 20.81M
Type:  Fund
Market:  United States
Issuer:  Wilshire Mutual Funds
Asset Class:  Equity
Wilshire Small Company Growth Portfolio Fund Class 22.260 -0.090 -0.40%

0P00002YBK Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Wilshire Small Company Growth Portfolio Fund Class (0P00002YBK) fund. Our Wilshire Small Company Growth Portfolio Fund Class portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 2.090 2.120 0.030
Stocks 97.900 97.900 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 22.161 22.457
Price to Book 2.967 3.220
Price to Sales 1.879 2.141
Price to Cash Flow 9.597 12.389
Dividend Yield 0.774 0.680
5 Years Earnings Growth 13.059 14.175

Sector Allocation

Name  Net % Category Average
Healthcare 27.840 20.442
Technology 21.440 24.491
Industrials 15.690 19.880
Consumer Cyclical 10.850 11.519
Financial Services 6.540 9.076
Consumer Defensive 6.130 4.182
Energy 5.860 4.144
Basic Materials 2.620 3.612
Utilities 1.150 1.243
Communication Services 1.100 2.177
Real Estate 0.770 3.135

Region Allocation

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

Top Holdings

Number of long holdings: 436

Number of short holdings: 1

Name ISIN Weight % Last Change %
  LeMaitre Vascular US5255582018 2.18 105.80 +0.36%
  Texas Roadhouse US8826811098 1.86 203.36 -0.66%
  Permian Resources US71424F1057 1.79 15.590 -0.32%
  Medpace Holdings US58506Q1094 1.75 338.96 +1.12%
  Pegasystems US7055731035 1.60 94.51 -2.01%
  Casella US1474481041 1.38 112.28 +0.70%
  Guidewire US40171V1008 1.37 201.84 -1.28%
  Qualys US74758T3032 1.35 154.68 -0.70%
  Repligen US7599161095 1.32 149.99 +2.21%
  Topbuild Corp US89055F1030 1.27 390.00 +0.53%

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
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