Nasdaq - Delayed Quote • USD
Wilshire Small Company Growth Instl (WSMGX)
As of 8:06 AM EDT. Market Open.
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19.41 - 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 4/24/2024. Category is Small Growth.
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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%
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