Wilshire Small Company Value Instl
1299 Ocean Avenue Suite 700 King Of Prussia PA 19406
Map
Phone: 888-200-6796
| Category: | Small Value | | Fund Family: | Wilshire Mutual Funds | | Net Assets: | 150.00K | | Year-to-Date Return: | 10.53% | | Yield: | 1.61% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Jul-96 |
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Thomas D. Stevens
Lead Manager since
30-Sep-92 | | | Stevens, a principal, has been the chairman of LA Capital since 2002 and was the chief compliance officer of LA Capital until November 2007. Prior to co-founding L.A. Capital, Stevens was senior managing director and principal at Wilshire Associates. He joined Wilshire in 1980 and for six years directed its Equity Division. In 1986, Stevens assumed responsibility for Wilshire Asset Management and for the next 16 years headed that division. Stevens holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $250,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100,000 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to provide investment results of a portfolio of publicly traded common stocks of companies in the portion of the Wilshire 5000 index identified as small-cap, value companies. The fund invests in the small company value segment of the U.S. equity market. It invests substantially all the assets in companies with smaller market capitalizations between approximately $57 million and $3 billion. The fund invests generally in companies with relatively low price to book value ratios, low price to earnings ratios, and relatively high dividend yields. |
| Last Dividend
(29-Dec-08):
| 0.20 | | Last Cap Gain
(23-Dec-08):
| 0.00 | | Annual Holdings Turnover
| 83.00% | | Average for Category:
| 86.21% |
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| Expense | WSMVX | Category
Avg | | Total Expense Ratio: | 1.50%
| 1.51% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.50% | | 3 Yr Expense Projection*: |
$ 508 | $641 | | 5 Yr Expense Projection*: |
$ 876 | $1,005 | | 10 Yr Expense Projection*: |
$ 1,911 | $2,027 |
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