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Wilshire Small Company Growth Invmt DTSGX

Medalist Rating as of | See Wilshire Investment Hub
  • NAV / 1-Day Return 16.85  /  +1.02 %
  • Total Assets 25.9 Mil
  • Adj. Expense Ratio
    1.340%
  • Expense Ratio 1.340%
  • 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
  • Turnover 57%

USD | NAV as of Feb 27, 2024 | 1-Day Return as of Feb 27, 2024, 11:12 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.

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.

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Portfolio Holdings DTSGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 15.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Permian Resources Corp Class A

1.98 484,700
Energy

Qualys Inc

1.87 458,737
Technology

WNS (Holdings) Ltd ADR

1.59 389,470
Technology

Texas Roadhouse Inc

1.57 383,823
Consumer Cyclical

LeMaitre Vascular Inc

1.56 381,961
Healthcare

Medpace Holdings Inc

1.50 367,974
Healthcare

Workiva Inc Class A

1.43 351,406
Technology

Casella Waste Systems Inc Class A

1.26 308,504
Industrials

Repligen Corp

1.23 301,146
Healthcare

DoubleVerify Holdings Inc

1.22 299,075
Technology