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Morningstar

Wilshire Small Company Growth Instl WSMGX

Morningstar Medalist Rating
Medalist Rating as of | See Wilshire Investment Hub
  • NAV / 1-Day Return 19.37  /  −0.21 %
  • Total Assets 24.1 Mil
  • Adj. Expense Ratio
    1.090%
  • Expense Ratio 1.090%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield —
  • Turnover 81%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:22 PM GMT+0

Morningstar’s Analysis WSMGX

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

  • People Pillar

    The People Pillar is our evaluation of the WSMGX 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 WSMGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Wilshire Small Company Growth Instl to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WSMGX

More WSMGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Permian Resources Corp Class A

2.07 547,107
Energy

Medpace Holdings Inc

1.85 490,638
Healthcare

Texas Roadhouse Inc

1.76 466,963
Consumer Cyclical

Us Bank Mmda - Usbgfs 7

1.75 462,899
Cash and Equivalents

LeMaitre Vascular Inc

1.63 431,738
Healthcare

Qualys Inc

1.50 397,985
Technology

The AZEK Co Inc Class A

1.35 357,667
Industrials

e.l.f. Beauty Inc

1.33 353,050
Consumer Defensive

Casella Waste Systems Inc Class A

1.32 350,988
Industrials

Saia Inc

1.26 333,450
Industrials