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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 18.29  /  0.49 %
  • Total Assets 24.3 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 57%

USD | NAV as of Dec 08, 2023 | 1-Day Return as of Dec 08, 2023, 11:18 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 415
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 17.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us Bank Mmda - Usbgfs 7

2.61
572,472
Cash and Equivalents

Permian Resources Corp Class A

2.21
485,094
Energy

Qualys Inc

2.10
461,297
Technology

Medpace Holdings Inc

1.93
423,944
Healthcare

Texas Roadhouse Inc

1.77
388,289
Consumer Cyclical

Earthstone Energy Inc Class A

1.65
362,790
Energy

Workiva Inc Class A

1.54
337,561
Technology

Grocery Outlet Holding Corp

1.52
332,787
Consumer Defensive

Conmed Corp

1.51
330,974
Healthcare

LeMaitre Vascular Inc

1.50
329,178
Healthcare