Morningstar

Wilshire Small Company Value Portfolio Investment Class Shares DTSVX

Morningstar Medalist Rating
Medalist Rating as of | See Wilshire Investment Hub
  • NAV / 1-Day Return 29.39  /  +0.75 %
  • Total Assets 23.6M
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.350%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.50%
  • Turnover 63%

USD | NAV as of Jun 09, 2026 | 1-Day Return as of Jun 09, 2026, 1:06 AM GMT+0

Morningstar’s Analysis DTSVX

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

  • People Pillar

    The People Pillar is our evaluation of the DTSVX 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 DTSVX’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 Value Invmt holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings DTSVX

More DTSVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Astrana Health Inc

1.59 391,586
Healthcare

Triumph Financial Inc

1.44 352,951
Financial Services

Magnolia Oil & Gas Corp Class A

1.38 338,990
Energy

Ryman Hospitality Properties Inc

1.37 337,969
Real Estate

Ducommun Inc

1.29 316,930
Industrials

Red Rock Resorts Inc Class A

1.23 303,417
Consumer Cyclical

US BANK MMDA - USBGFS 7

1.22 300,104
Cash and Equivalents

Bank OZK

1.13 278,365
Financial Services

Mesa Laboratories Inc

1.11 273,600
Technology

International General Insurance Holdings Ltd Ordinary Shares

0.98 240,478
Financial Services

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