DTSVX – Wilshire Small Company Value Invmt Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund invests substantially all of its assets in the common stock of companies with smaller market capitalizations-generally within the range of companies comprising the Russell 2000® Value Index. It invests, generally, in companies with relatively low price to book value ratios, relatively low price to earnings ratios and relatively high dividend yields (dividend yields for small companies are generally less than those of large companies).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
DTSVX	Wilshire Small Company Value Portfolio Investment Class Shares	No Load	Open			Sep 30, 1992	$4.95M	1.350%	High	$1,000	−$800,298.29
WSMVX	Wilshire Small Company Value Fund Class Institutional	Institutional	Open			Jul 15, 1996	$18.45M	1.100%	High	$250,000	−$3.44M

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