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Wilshire Small Company Value Invmt DTSVX

Quantitative rating as of | See Wilshire Investment Hub
  • NAV / 1-Day Return 25.56  /  0.23 %
  • Total Assets 27.5 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 0.73%
  • Turnover 45%

Morningstar’s Analysis DTSVX

Will DTSVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Wilshire Small Company Value Invmt to a Morningstar Quantitative Rating of Neutral. 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.

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