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Wilshire Small Company Value Portfolio Investment Class Shares (DTSVX)

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24.720 -0.420    -1.67%
14/06 - Closed. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 5.2M
Type:  Fund
Market:  United States
Issuer:  Wilshire Mutual Funds
Asset Class:  Equity
Wilshire Small Company Value Portfolio Investment 24.720 -0.420 -1.67%

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 Change4.08%
Prev. Close25.14
Risk Rating
TTM Yield0.15%
ROE13.02%
IssuerWilshire Mutual Funds
Turnover65%
ROA3.96%
Inception DateSep 30, 1992
Total Assets5.2M
Expenses1.35%
Min. Investment250,000
Market Cap1.92B
CategorySmall Value
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Wilshire Small Company Value Portfolio Investment Class Shares Analysis


Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1017 1031 1234 1099 1605 2031
Fund Return 1.72% 3.13% 23.44% 3.21% 9.92% 7.34%
Place in category 346 260 246 186 265 153
% in Category 65 49 54 50 63 47

Top Equity Funds by Wilshire Mutual Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wilshire VIT Global Allocation Fund 484.24M 5.78 1.52 5.39
  Wilshire International Equity Instl 219.17M -0.29 2.29 5.49
  Wilshire 5000 Index Invmt 211.28M 9.74 7.56 11.53
  Wilshire Large Company Growth Instl 183.29M 3.83 7.60 13.04
  Wilshire Large Company Value Instl 159.4M 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 19.91B 4.96 4.40 8.60
  DFA US Small Cap Value I 14.96B 4.20 7.29 8.43
  DFA US Targeted Value I 12.44B 3.47 6.88 8.74
  Vanguard Small Cap Value Index I 5.64B 4.96 4.41 8.61
  Victory Sycamore Small Company OppI 3.09B 0.83 2.89 9.44

Top Holdings

Name ISIN Weight % Last Change %
  Red Rock Resorts US75700L1089 1.63 51.50 -1.55%
  Mr. Cooper US62482R1077 1.48 81.79 -0.99%
First Advantage Corp - 1.19 - -
  Ashland Global US0441861046 1.15 95.91 -1.51%
  Civitas Resources US17888H1032 1.11 64.72 -1.60%

Technical Summary

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