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Wilshire Small Company Value Instl WSMVX

Quantitative rating as of
  • NAV / 1-Day Return 25.91  /  1.13 %
  • Total Assets 27.0 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 0.99%
  • Turnover 45%

Morningstar’s Analysis WSMVX

Will WSMVX outperform in future?

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

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Wilshire Small Company Value Instl to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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