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Morningstar

Wilshire Small Company Growth Invmt DTSGX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 14.96  /  0.07 %
  • Total Assets 24.3 Mil
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.350%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 65%

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis DTSGX

Will DTSGX 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 DTSGX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DTSGX 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 DTSGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Wilshire Small Company Growth Invmt's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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