Nasdaq - Delayed Quote • USD
Wilshire Small Company Growth Instl (WSMGX)
At close: 4:58 PM EDT
Loading Chart for WSMGX
DELL
- Previous Close
19.03 - YTD Return 5.61%
- Expense Ratio 1.09%
- Category Small Growth
- Last Cap Gain 16.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 26.48M
- Beta (5Y Monthly) 1.06
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 81.00%
- Last Dividend 0.05
- 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® Growth Index. The fund invests in companies that historically have above average earnings or above average sales growth and retention of earnings, often such companies have above average price to earnings ratios.
Wilshire Mutual Funds
Fund Family
Small Growth
Fund Category
26.48M
Net Assets
1996-07-15
Inception Date
Performance Overview: WSMGX
Trailing returns as of 4/22/2024. Category is Small Growth.
People Also Watch
WSMVX Wilshire Small Company Value Instl
26.11
+1.56%
DTSGX Wilshire Small Company Growth Invmt
16.09
+1.96%
WLCVX Wilshire Large Company Value Instl
20.94
+0.87%
WLCGX Wilshire Large Company Growth Instl
45.83
+1.06%
WLTTX Wilshire International Equity Instl
10.78
+1.32%
NWSAX Nationwide Small Company Growth A
11.70
+1.21%
SSETX BNY Mellon Small Cap Gr I
33.81
+1.02%
NWHZX Nationwide Geneva Small Cap Growth Fund
73.51
+1.00%
FIMPX Nuveen Small Cap Growth Opp I
30.76
+0.82%
FMPFX Nuveen Small Cap Growth Opportunities Fund
31.25
+0.81%
DTSVX Wilshire Small Company Value Invmt
25.34
+1.56%
QUERX AQR Large Cap Defensive Style R6
23.14
+0.56%
HSVRX Harbor Small Cap Value Admin
38.21
+0.74%
NWKCX Nationwide Geneva Small Cap Gr R6
78.45
+1.00%
WMMAX TETON Westwood Mighty Mites A
17.63
+0.34%
WSMNX William Blair Small-Mid Cap Growth N
26.22
+1.86%
Holdings: WSMGX
Top 10 Holdings (15.31% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorWSMGX
Healthcare 25.76%
Technology 23.51%
Industrials 17.56%
Consumer Cyclical 10.32%
Consumer Defensive 6.60%
Energy 5.73%
Financial Services 5.50%
Basic Materials 2.70%
Utilities 0.94%
Communication Services 0.74%
Real Estate 0.66%
Related Mutual Fund News
Top Mutual Funds
FSMEX Fidelity Select Medical Tech and Devcs
63.92
+2.98%
HICGX Hennessy Cornerstone Growth Inst
33.88
+2.82%
FSELX Fidelity Select Semiconductors
28.28
+2.80%
HFCGX Hennessy Cornerstone Growth Investor
32.43
+2.79%
FELTX Fidelity Advisor Semiconductors M
66.45
+2.75%
FELIX Fidelity Advisor Semiconductors I
76.99
+2.75%
FIKGX Fidelity Advisor Semiconductors Z
77.15
+2.74%
FELCX Fidelity Advisor Semiconductors C
56.93
+2.74%
FELAX Fidelity Advisor Semiconductors A
71.18
+2.74%
FTXFX FullerThaler Behavioral Sm-Cp Gr R6
41.82
+2.60%
FTXAX FullerThaler Behavioral Sm-Cp Gr A
40.68
+2.60%
OSTGX Osterweis Emerging Opportunity
15.41
+2.60%
FTXCX FullerThaler Behavioral Sm-Cp Gr C
39.53
+2.60%
FTXSX FullerThaler Behavioral Sm-Cp GrInstl
41.56
+2.59%
FTXNX FullerThaler Behavioral Sm-Cp Gr Inv
40.80
+2.59%
NESGX Needham Small Cap Growth Retail
15.51
+2.58%
NESIX Needham Small Cap Growth Institutional
16.48
+2.55%
NEEIX Needham Growth Institutional
67.79
+2.53%
NEEGX Needham Growth Retail
65.02
+2.52%
BNSCX UBS US Small Cap Growth A
16.96
+2.29%
FAGAX Fidelity Advisor Growth Opps A
142.01
+2.29%
FAGCX Fidelity Advisor Growth Opps I
157.66
+2.29%
FAGOX Fidelity Advisor Growth Opps M
139.37
+2.29%
FZAHX Fidelity Advisor Growth Opportunities Fund
159.96
+2.29%
BISCX UBS US Small Cap Growth P
20.57
+2.29%
FACGX Fidelity Advisor Growth Opps C
113.58
+2.28%
FTQGX Fidelity Focused Stock
35.96
+2.28%
FTRNX Fidelity Trend
166.58
+2.26%
FSPTX Fidelity Select Technology
30.35
+2.19%
FATIX Fidelity Advisor Technology I
114.57
+2.19%
FADTX Fidelity Advisor Technology A
101.48
+2.19%
FTHCX Fidelity Advisor Technology C
74.36
+2.18%
FIKHX Fidelity Advisor Technology Z
114.58
+2.18%
FATEX Fidelity Advisor Technology M
92.21
+2.17%
RYSAX Rydex Electronics H
340.07
+2.15%
RYSIX Rydex Electronics Inv
385.92
+2.15%
RYELX Rydex Electronics Fund
350.97
+2.15%
RYSCX Rydex Electronics C
297.11
+2.15%
EPGAX Fidelity Advisor Equity Growth A
19.02
+2.15%
FZAFX Fidelity Advisor Equity Growth Fund
22.41
+2.14%
EQPGX Fidelity Advisor Equity Growth I
22.07
+2.13%
FAEGX Fidelity Advisor Equity Growth M
18.29
+2.12%
WTSGX Segall Bryant & Hamill Small Cap Gr Ret
18.30
+2.12%
CSMCX Congress Small Cap Growth Institutional
39.20
+2.11%
AFCLX American Century Focused Intl Gr A
15.98
+2.11%
CSMVX Congress Small Cap Growth Retail
34.12
+2.09%
FDSVX Fidelity Growth Discovery
60.10
+2.09%
FGDKX Fidelity Growth Discovery K
60.22
+2.09%
AFCNX American Century Focused Intl Gr Inv
16.16
+2.08%
AFCWX American Century Focused Intl Gr R
15.77
+2.07%
AFCSX American Century Focused Intl Gr I
16.29
+2.07%
WISGX Segall Bryant & Hamill Small Cap GrInstl
18.82
+2.06%
AFCMX American Century Focused Intl Gr R6
16.38
+2.06%
FCPGX Fidelity Small Cap Growth
30.18
+2.03%
NEAIX Needham Aggressive Growth Institutional
46.86
+2.02%
WBSNX William Blair Small Cap Growth N
27.73
+2.02%
HIMDX Hennessy Cornerstone Mid Cap 30 Instl
23.70
+2.02%
FCIGX Fidelity Advisor Small Cap Growth I
30.27
+2.02%
NEAGX Needham Aggressive Growth Retail
44.52
+2.02%
FCTGX Fidelity Advisor Small Cap Growth M
26.31
+2.02%
AFCHX American Century Focused Intl Gr C
15.18
+2.02%
AFCGX American Century Focused Intl Gr G
16.71
+2.01%
FIDGX Fidelity Advisor Small Cap Growth Z
30.52
+2.01%
FCAGX Fidelity Advisor Small Cap Growth A
27.98
+2.01%
WBSIX William Blair Small Cap Growth I
33.10
+2.00%
APHYX Artisan Developing World Fund
17.86
+2.00%
HFMDX Hennessy Cornerstone Mid Cap 30 Inv
22.48
+2.00%
FBGRX Fidelity Blue Chip Growth
193.16
+2.00%
RYCCX Rydex NASDAQ-100 2x Strategy Fund
300.49
+2.00%
RYVYX Rydex NASDAQ-100 2x Strategy H
416.01
+2.00%
WBSRX William Blair Small Cap Growth R6
33.22
+2.00%
FBGKX Fidelity Blue Chip Growth K
194.26
+2.00%
RYVLX Rydex NASDAQ-100 2x Strategy A
416.13
+2.00%
FCCGX Fidelity Advisor Small Cap Growth C
22.58
+1.99%
FDCAX Fidelity Capital Appreciation
43.63
+1.99%
FCAKX Fidelity Capital Appreciation K
43.81
+1.98%
ARTYX Artisan Developing World Investor
17.55
+1.98%
UOPSX ProFunds UltraNASDAQ-100 Svc
56.93
+1.97%
UOPIX ProFunds UltraNASDAQ-100 Inv
82.52
+1.96%
APDYX Artisan Developing World Fund
17.74
+1.95%
WWWFX Kinetics Internet No Load
76.25
+1.94%
KINAX Kinetics Internet Adv A
68.90
+1.94%
KINCX Kinetics Internet Adv C
56.37
+1.93%
FGDMX Fidelity Advisor Communication ServicesA
94.25
+1.89%
FGJMX Fidelity Advisor Communication ServicesI
95.58
+1.89%
FBMPX Fidelity Select Communication Services
95.59
+1.89%
FGKMX Fidelity Advisor Communication ServicesZ
96.19
+1.89%
FGHMX Fidelity Advisor Communication ServicesC
90.87
+1.88%
FGEMX Fidelity Advisor Communication ServicesM
93.21
+1.88%
FNORX Fidelity Nordic Fund
66.52
+1.87%
ANOAX American Century Small Cap Growth A
17.45
+1.87%
ANODX American Century Small Cap Growth R6
20.19
+1.87%
ANOYX American Century Small Cap Growth Y
20.20
+1.87%
WSMNX William Blair Small-Mid Cap Growth N
26.22
+1.86%
DFDSX DF Dent Small Cap Growth Investor
22.47
+1.86%
ANONX American Century Small Cap Growth I
19.74
+1.86%
ROFIX Royce Small-Cap Opportunity Instl
15.36
+1.86%
DXQLX Direxion Mthly NASDAQ-100 Bull 1.75X Inv
69.20
+2.74%
FSCSX Fidelity Select Software & IT Svcs Port
26.90
+1.86%
WSMDX William Blair Small-Mid Cap Growth I
28.64
+1.85%