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Morningstar

Wilshire Small Company Value Instl WSMVX

Morningstar Medalist Rating
Medalist Rating as of | See Wilshire Investment Hub
  • NAV / 1-Day Return 29.23  /  +1.63 %
  • Total Assets 26.9 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 65%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 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.

  • 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.

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WSMVX

More WSMVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Red Rock Resorts Inc Class A

1.66 411,316
Consumer Cyclical

Mr. Cooper Group Inc

1.54 381,294
Financial Services

First Advantage Corp

1.14 280,984
Industrials

FTAI Aviation Ltd

1.09 270,566
Industrials

Ashland Inc

1.08 267,974
Basic Materials

US BANK MMDA - USBGFS 7

1.06 263,186
Cash and Equivalents

Live Oak Bancshares Inc

1.03 255,693
Financial Services

Triumph Financial Inc

1.01 250,809
Financial Services

Civitas Resources Inc Ordinary Shares

0.95 235,635
Energy

Bank OZK

0.90 222,097
Financial Services