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Nasdaq - Delayed Quote USD

Wilshire Small Company Value Portfolio (DTSVX)

21.97
+1.62
+(7.96%)
At close: 8:03:54 PM EDT

Investment Information

Min Initial Investment
250,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
1
Min Subsequent Investment
100
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • Mid Atlantic Capital Corp
  • (Junk)CommonWealth PPS
  • RBC Wealth Management-Advisory Eligible
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • TD Ameritrade Institutional
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • ADP Access Open Fund Architecture
  • Securities America Inc.
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • ADP Advisor Access Tier 0
  • Avantax
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

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).

Fund Overview

Category Small Value
Fund Family Wilshire Mutual Funds
Net Assets 22.13M
YTD Return -8.44%
Yield 1.14%
Morningstar Rating
Inception Date Jul 15, 1996

Performance & Risk

YTD Return -19.79%
5y Average Return 13.17%
Rank in Category (ytd) 68
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

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