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Wilshire Small Company Value Instl (WSMVX)

24.58 Down 0.09(0.36%) Apr 23
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Prev Close:24.58
YTD Return*:1.06%
Net Assets*:35.19M
Yield*:0.26%

* As of 31-Mar-14

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

Headlines

  • No Headlines available for WSMVX at this time.

Top Holdings

Symbol% AssetsYTD Return %
IRF2.306.37
Northern Instl Fds2.143.41
MSCC2.11-17.15
RDEN1.9923.10
NP1.7420.77

Fund Basics

Morningstar Overall Rating:
Total Assets:35.19M
Category:Small Value
Annual Report Expense Ratio (net):1.19%

Performance & Risk

YTD Return:1.06%
5y Avg Return:24.55%
Rank in Category (ytd):74
% Rank in Category (ytd):18.97%
Beta (3y):1.32
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 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. View More
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