Skip to Content

Wilshire Small Company Value Invmt DTSVX

Medalist Rating as of | See Wilshire Investment Hub
  • NAV / 1-Day Return 26.22  /  +2.34 %
  • Total Assets 25.8 Mil
  • 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 2,500
  • Status Open
  • TTM Yield 0.16%
  • Turnover 65%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0

Morningstar’s Analysis DTSVX

Will DTSVX 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 Value Invmt to a Morningstar Medalist Rating of Neutral.

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-costliest quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DTSVX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 11.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Red Rock Resorts Inc Class A

1.76 449,075
Consumer Cyclical

US BANK MMDA - USBGFS 7

1.44 366,689
Cash and Equivalents

Mr. Cooper Group Inc

1.36 346,492
Financial Services

Live Oak Bancshares Inc

1.19 304,533
Financial Services

Ashland Inc

1.11 284,010
Basic Materials

First Advantage Corp

1.00 254,459
Industrials

Allegiant Travel Co

0.97 248,398
Industrials

Triumph Financial Inc

0.95 243,000
Financial Services

Enovis Corp

0.95 241,274
Industrials

Bank OZK

0.93 237,177
Financial Services