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 30.28  /  +0.93 %
  • Total Assets 23.4M
  • 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 Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:57 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 13.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Astrana Health Inc

1.88 468,067
Healthcare

Triumph Financial Inc

1.53 382,898
Financial Services

Ryman Hospitality Properties Inc

1.50 374,703
Real Estate

Red Rock Resorts Inc Class A

1.43 356,279
Consumer Cyclical

Magnolia Oil & Gas Corp Class A

1.37 342,874
Energy

Mesa Laboratories Inc

1.31 327,731
Technology

Ducommun Inc

1.21 302,385
Industrials

Bank OZK

1.18 293,744
Financial Services

UFP Technologies Inc

1.15 286,032
Healthcare

US BANK MMDA - USBGFS 7

1.12 278,868
Cash and Equivalents

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