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.
Wilshire Small Company Growth Portfolio Investment Class Shares DTSGX
- NAV / 1-Day Return 21.00 / +0.43 %
- Total Assets 23.8M
-
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 1,000
- Status Open
- TTM Yield 0.00
- Turnover 121%
USD | NAV as of Jun 10, 2026 | 1-Day Return as of Jun 10, 2026, 12:54 AM GMT+0
Morningstar’s Analysis DTSGX
Will DTSGX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 12.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Sterling Infrastructure Inc | 1.72 | 413,527 | Industrials |
US BANK MMDA - USBGFS 7 | 1.45 | 348,653 | Cash and Equivalents |
Bloom Energy Corp Class A | 1.36 | 326,714 | Industrials |
Ligand Pharmaceuticals Inc | 1.31 | 315,723 | Healthcare |
Argan Inc | 1.25 | 301,491 | Industrials |
Federal Signal Corp | 1.19 | 287,755 | Industrials |
Saia Inc | 1.17 | 282,757 | Industrials |
MACOM Technology Solutions Holdings Inc | 1.12 | 268,938 | Technology |
UL Solutions Inc Class A common stock | 1.08 | 259,254 | Industrials |
PDF Solutions Inc | 1.07 | 258,514 | Technology |
United States