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Wilshire Small Company Value Portfolio (DTSVX)

21.97
-1.61
(-6.83%)
At close: 8:03:44 PM EDT
Loading Chart for DTSVX
  • Previous Close 23.58
  • YTD Return -2.17%
  • Expense Ratio 1.35%
  • Category Small Value
  • Last Cap Gain 16.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 24.01M
  • Beta (5Y Monthly) 1.10
  • Yield 1.07%
  • 5y Average Return --
  • Holdings Turnover 53.00%
  • Last Dividend 0.29
  • 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® Value Index. It invests, generally, in companies with relatively low price to book value ratios, relatively low price to earnings ratios and relatively high dividend yields (dividend yields for small companies are generally less than those of large companies).

Wilshire Mutual Funds

Fund Family

Small Value

Fund Category

24.01M

Net Assets

1996-07-15

Inception Date

Performance Overview: DTSVX

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

YTD Return

DTSVX
2.17%
Category
26.79%
 

1-Year Return

DTSVX
6.83%
Category
71.02%
 

3-Year Return

DTSVX
4.45%
Category
9.35%
 

5-Year Return

DTSVX
11.89%
Category
12.17%
 

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Holdings: DTSVX

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Sector Weightings

SectorDTSVX
Industrials   16.87%
Real Estate   9.21%
Technology   8.36%
Energy   6.11%
Healthcare   4.86%
Utilities   2.69%

Recent News: DTSVX

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Research Reports: DTSVX

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