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Wilshire Small Company Growth Portfolio (DTSGX)

14.47
-0.97
(-6.28%)
At close: 8:00:35 PM EDT
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  • Previous Close 15.44
  • YTD Return -3.19%
  • Expense Ratio 1.35%
  • Category Small Growth
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 23.5M
  • Beta (5Y Monthly) 1.12
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 63.00%
  • Last Dividend --
  • Inception Date Jul 15, 1996

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.

Wilshire Mutual Funds

Fund Family

Small Growth

Fund Category

23.5M

Net Assets

1996-07-15

Inception Date

Performance Overview: DTSGX

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Trailing returns as of 4/2/2025. Category is Small Growth.

YTD Return

DTSGX
3.19%
Category
12.40%
 

1-Year Return

DTSGX
2.03%
Category
55.69%
 

3-Year Return

DTSGX
1.58%
Category
19.34%
 

5-Year Return

DTSGX
5.02%
Category
20.72%
 

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Holdings: DTSGX

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Sector Weightings

SectorDTSGX
Healthcare   25.73%
Technology   24.34%
Industrials   15.87%
Energy   4.27%
Utilities   1.06%
Real Estate   0.91%

Recent News: DTSGX

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Research Reports: DTSGX

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