Morningstar

Wilshire Small Company Value Fund Class Institutional WSMVX

Morningstar Medalist Rating
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Medalist Rating as of See Wilshire Investment Hub
  • NAV / 1-Day Return $31.53  /  +1.03 %
  • Fund Size $23.5M
  • Adjusted Expense Ratio 1.100%
  • Net Expense Ratio 1.100%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Small Value
  • Equity Style Box (Funds) Small Value
  • Minimum Initial Investment $250,000
  • Investment Status Open
  • TTM Yield 0.92%
  • Turnover Ratio 63%
NAV and 1-Day Return as of

Morningstar’s Analysis WSMVX

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

  • People Pillar

    The People Pillar is our evaluation of the WSMVX 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 WSMVX’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 Value Instl holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings WSMVX

More WSMVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Astrana Health Inc

1.82 418,979
Healthcare

Triumph Financial Inc

1.67 384,056
Financial Services

Ryman Hospitality Properties Inc

1.49 343,768
Real Estate

Red Rock Resorts Inc Class A

1.42 327,162
Consumer Cyclical

Ducommun Inc

1.30 299,166
Industrials

Bank OZK

1.25 287,480
Financial Services

UFP Technologies Inc

1.20 276,043
Healthcare

Magnolia Oil & Gas Corp Class A

1.17 268,491
Energy

Mesa Laboratories Inc

1.16 266,117
Technology

United States Lime & Minerals Inc

1.01 233,346
Basic Materials

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