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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 26.08  /  −0.11 %
  • Total Assets 25.4 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 0.35%
  • Turnover 65%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:22 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 11.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Red Rock Resorts Inc Class A

1.73 459,477
Consumer Cyclical

Mr. Cooper Group Inc

1.41 375,017
Financial Services

US BANK MMDA - USBGFS 7

1.34 356,733
Cash and Equivalents

Live Oak Bancshares Inc

1.20 318,257
Financial Services

Allegiant Travel Co

1.11 293,845
Industrials

Ashland Inc

1.10 291,721
Basic Materials

First Advantage Corp

1.04 277,135
Industrials

FTAI Aviation Ltd

1.01 268,527
Industrials

Triumph Financial Inc

0.97 256,997
Financial Services

Enovis Corp

0.94 249,176
Industrials