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Wilshire Small Company Value Instl WSMVX

Medalist Rating as of | See Wilshire Investment Hub
  • NAV / 1-Day Return 26.09  /  +0.46 %
  • Total Assets 25.7 Mil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.36%
  • Turnover 52%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:16 PM GMT+0

Morningstar’s Analysis WSMVX

Will WSMVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

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Portfolio Holdings WSMVX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 11.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

US BANK MMDA - USBGFS 7

1.91 479,238
Cash and Equivalents

Red Rock Resorts Inc Class A

1.70 426,613
Consumer Cyclical

Mr. Cooper Group Inc

1.37 342,930
Financial Services

Live Oak Bancshares Inc

1.14 286,450
Financial Services

Ashland Inc

1.13 283,949
Basic Materials

Allegiant Travel Co

1.05 263,110
Industrials

First Advantage Corp

1.04 261,118
Industrials

Bank OZK

0.97 244,271
Financial Services

Enovis Corp

0.94 236,796
Industrials

Triumph Financial Inc

0.92 231,732
Financial Services