The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
Wilshire Small Company Growth Instl WSMGX
- NAV / 1-Day Return 18.90 / −0.58 %
- Total Assets 24.3 Mil
-
Adj. Expense Ratio
- 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 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 15.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Us Bank Mmda - Usbgfs 7 | 2.27 | 590,303 | Cash and Equivalents |
Permian Resources Corp Class A | 2.07 | 537,520 | Energy |
Medpace Holdings Inc | 1.85 | 482,589 | Healthcare |
LeMaitre Vascular Inc | 1.75 | 455,420 | Healthcare |
Texas Roadhouse Inc | 1.73 | 451,546 | Consumer Cyclical |
Qualys Inc | 1.57 | 409,886 | Technology |
e.l.f. Beauty Inc | 1.44 | 375,563 | Consumer Defensive |
The AZEK Co Inc Class A | 1.32 | 342,639 | Industrials |
Saia Inc | 1.26 | 327,978 | Industrials |
Pegasystems Inc | 1.26 | 327,802 | Technology |