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Morningstar

Wilshire Small Company Growth Invmt DTSGX

Morningstar Medalist Rating
Medalist Rating as of | See Wilshire Investment Hub
  • NAV / 1-Day Return 17.14  /  +1.42 %
  • Total Assets 25.3 Mil
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.350%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield —
  • Turnover 81%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

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.

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

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-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DTSGX

More DTSGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

LeMaitre Vascular Inc

2.13 521,737
Healthcare

US BANK MMDA - USBGFS 7

2.07 505,364
Cash and Equivalents

Texas Roadhouse Inc

2.06 504,484
Consumer Cyclical

Permian Resources Corp Class A

2.00 490,072
Energy

Medpace Holdings Inc

2.00 489,690
Healthcare

PDF Solutions Inc

1.48 361,726
Technology

Casella Waste Systems Inc Class A

1.40 342,805
Industrials

Qualys Inc

1.37 334,397
Technology

Guidewire Software Inc

1.34 326,799
Technology

Pegasystems Inc

1.22 297,808
Technology