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Wilshire Small Company Growth Instl (WSMGX)

26.12 Up 0.17(0.66%) Aug 26
Prev Close:25.95
YTD Return*:-4.28%
Net Assets*:28.96M
Yield*:0.18%

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for WSMGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AKRX2.6538.10
MMS2.25-6.91
ENS2.22-8.92
THS2.007.84
CNC1.9922.10

Fund Basics

Morningstar Overall Rating:
Total Assets:28.96M
Category:Small Growth
Annual Report Expense Ratio (net):1.19%

Performance & Risk

YTD Return:-4.28%
5y Avg Return:17.71%
Rank in Category (ytd):48
% Rank in Category (ytd):6.51%
Beta (3y):1.34
Morningstar Risk Rating:3

Fund Summary

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 growth segment of the U.S. equity market. It invests substantially all of its assets in the common stock of companies with smaller market capitalizations-which is generally less than $3 billion at the time of purchase. The fund invests in companies that historically have above average earnings or sales growth and retention of earnings, often such companies have above average price to earnings ratios. View More
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