Wilshire Small Company Value Instl
1299 Ocean AvenueSuite 700King Of Prussia PA 19406
Map
Phone: 888-200-6796
| Category: | Small Value | | Fund Family: | Wilshire Mutual Funds | | Net Assets: | 11.30M | | Year-to-Date Return: | 13.08% | | Yield: | 1.26% | | Morningstar Rating: |  | | Fund Inception Date: | Jul 14, 1996 |
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Daniel E. Allen
Lead Manager since Apr 30, 2011 | | | As Director of Global Equities, Mr. Allen is responsible for developing global equity applications for clients and is a member of the portfolio management team and the firmâs Investment Committee. Mr. Allen works with clients on managing their portfolios and assisting in setting the strategic direction for the firm internationally. Prior to joining L.A. Capital, Mr. Allen was a Senior Managing Director and Board member of Wilshire Associates. For more than two decades, Mr. Allen held senior positions at Wilshire. Mr. Allen began in the Equity Management Division and worked with several members of the L.A. Capital team. Mr. Allen assisted 100+ institutional money managers in applying risk models, performance attribution and portfolio optimization techniques to their equity portfolios. Mr. Allen returned to Wilshireâs Consulting Division to advise international investors and to head the firmâs international manager research. In 1998, Mr. Allen moved to Europe and spent the next decade leading Wilshireâs Private Markets Group asset management activities in the region. In this capacity, he was responsible for sourcing and evaluating private equity opportunities while serving on the Global Investment Committee. Mr. Allen returned to Los Angeles in 2008 as a Management Committee member of the Private Markets Group. Mr. Allen joined LA Capital in 2009. |
| Min Initial Investment: | 250,000 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | 100,000 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks to provide investment results of a portfolio of publicly traded common stocks of companies in the applicable sub-category of the Wilshire 5000 IndexSM.
The fund focuses on the small company value segment of the U.S. equity market. It invests substantially all of its assets in the common stock of companies with smaller market capitalizations. The fund invests in companies with relatively low price to book value ratios, low price to earnings ratios and relatively high dividend yields (dividend yields for small companies are generally less than those of large companies). It invests in small-cap companies that may still further develop. |
| Last Dividend
(Dec 27, 2012)
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| 0.25 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 16, 2013)
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| 68.00% | | Average for Category: | 55.95% |
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| Expense | WSMVX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.31% | 1.41% | | Prospectus Net Expense Ratio: | 1.25% | N/A | | Prospectus Gross Expense Ratio: | 1.66% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 5.44% | | Max Deferred Sales Load:
| N/A | 2.33% | | 3 Yr Expense Projection*: | 483 | 727 | | 5 Yr Expense Projection*: | 864 | 1,148 | | 10 Yr Expense Projection*: | 1,931 | 2,194 |
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0.04(0.19%) May 23