Morningstar

Wilshire Small Company Growth Portfolio Investment Class Shares DTSGX

Morningstar Medalist Rating
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Medalist Rating as of See Wilshire Investment Hub
  • NAV / 1-Day Return $19.80  /  −1.59 %
  • Fund Size $21.9M
  • Adjusted Expense Ratio 1.350%
  • Net Expense Ratio 1.350%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 121%
NAV and 1-Day Return as of

Morningstar’s Analysis DTSGX

Will DTSGX outperform in the 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.

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.

by Morningstar Automated Analysis
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 10.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Willdan Group Inc

1.19 269,588
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PDF Solutions Inc

1.00 225,641
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Aehr Test Systems

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CareDx Inc

0.98 221,780
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HealthEquity Inc

0.95 215,312
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Oceaneering International Inc

0.94 214,005
Energy

Adaptive Biotechnologies Corp

0.92 207,820
Healthcare

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