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Morningstar

Wilshire Small Company Value Invmt DTSVX

Morningstar Medalist Rating
Medalist Rating as of | See Wilshire Investment Hub
  • NAV / 1-Day Return 25.04  /  −1.11 %
  • Total Assets 25.3 Mil
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.350%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.15%
  • Turnover 65%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:10 PM GMT+0

Morningstar’s Analysis DTSVX

Will DTSVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DTSVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DTSVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DTSVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Wilshire Small Company Value Invmt to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DTSVX

More DTSVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Red Rock Resorts Inc Class A

1.73 459,477
Consumer Cyclical

Mr. Cooper Group Inc

1.41 375,017
Financial Services

US BANK MMDA - USBGFS 7

1.34 356,733
Cash and Equivalents

Live Oak Bancshares Inc

1.20 318,257
Financial Services

Allegiant Travel Co

1.11 293,845
Industrials

Ashland Inc

1.10 291,721
Basic Materials

First Advantage Corp

1.04 277,135
Industrials

FTAI Aviation Ltd

1.01 268,527
Industrials

Triumph Financial Inc

0.97 256,997
Financial Services

Enovis Corp

0.94 249,176
Industrials