Wilshire Small Company Growth Portfolio Investment Class Shares DTSGX

Morningstar Medalist Rating
  • NAV / 1-Day Return$19.79  /  −1.79%
  • Fund Size$21.2M
  • Adjusted Expense Ratio1.350%
  • Net Expense Ratio1.350%
  • Fee Level: DistributionHigh
  • Share Class TypeNo Load
  • Morningstar CategorySmall Growth
  • Equity Style Box (Funds)Small Growth
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio121%

Morningstar’s Analysis DTSGX

Will DTSGX outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Wilshire Small Company Growth Invmt holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings DTSGX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings10.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

US BANK MMDA - USBGFS 7

1.77401,821
Cash and Equivalents

Ligand Pharmaceuticals Inc

1.55351,416
Healthcare

Federal Signal Corp

1.27287,168
Industrials

Willdan Group Inc

1.19269,588
Industrials

PDF Solutions Inc

1.00225,641
Technology

Aehr Test Systems

0.98222,651
Technology

CareDx Inc

0.98221,780
Healthcare

HealthEquity Inc

0.95215,312
Healthcare

Oceaneering International Inc

0.94214,005
Energy

Adaptive Biotechnologies Corp

0.92207,820
Healthcare

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