Morningstar

Wilshire Small Company Growth Portfolio Fund Class Institutional WSMGX

Morningstar Medalist Rating
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Medalist Rating as of See Wilshire Investment Hub
  • NAV / 1-Day Return $24.04  /  −1.60 %
  • Fund Size $21.9M
  • Adjusted Expense Ratio 1.100%
  • Net Expense Ratio 1.100%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $250,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 121%
NAV and 1-Day Return as of

Morningstar’s Analysis WSMGX

Will WSMGX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Wilshire Small Company Growth Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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 10.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

US BANK MMDA - USBGFS 7

1.77 401,821
Cash and Equivalents

Ligand Pharmaceuticals Inc

1.55 351,416
Healthcare

Federal Signal Corp

1.27 287,168
Industrials

Willdan Group Inc

1.19 269,588
Industrials

PDF Solutions Inc

1.00 225,641
Technology

Aehr Test Systems

0.98 222,651
Technology

CareDx Inc

0.98 221,780
Healthcare

HealthEquity Inc

0.95 215,312
Healthcare

Oceaneering International Inc

0.94 214,005
Energy

Adaptive Biotechnologies Corp

0.92 207,820
Healthcare

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