Wilshire Small Company Growth Portfolio Investment Class Shares
DTSGX
NASDAQ
| Weiss Ratings | DTSGX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | DTSGX-NASDAQ | Click to Compare |
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| Provider | Wilshire Mutual Funds | |||
| Manager/Tenure (Years) | Thomas D. Stevens (23), W. Conrad Doenges (17), Daniel E. Allen (14), 8 others | |||
| Website | http://www.advisor.wilshire.com | |||
| Fund Information | DTSGX-NASDAQ | Click to Compare |
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| Fund Name | Wilshire Small Company Growth Portfolio Investment Class Shares | |||
| Category | Small Growth | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Small Company | |||
| Inception Date | Oct 01, 1992 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | DTSGX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | DTSGX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.58% | |||
| Asset Allocation | DTSGX-NASDAQ | Click to Compare |
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| Cash | 1.62% | |||
| Stock | 98.38% | |||
| U.S. Stock | 94.81% | |||
| Non-U.S. Stock | 3.57% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | DTSGX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.51% | |||
| 30-Day Total Return | 5.36% | |||
| 60-Day Total Return | 3.80% | |||
| 90-Day Total Return | 7.50% | |||
| Year to Date Total Return | 3.06% | |||
| 1-Year Total Return | 7.50% | |||
| 2-Year Total Return | 10.56% | |||
| 3-Year Total Return | 20.43% | |||
| 5-Year Total Return | 22.11% | |||
| Price | DTSGX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | DTSGX-NASDAQ | Click to Compare |
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| Nav | $17.47 | |||
| 1-Month Low NAV | $16.70 | |||
| 1-Month High NAV | $17.73 | |||
| 52-Week Low NAV | $13.41 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $18.51 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | DTSGX-NASDAQ | Click to Compare |
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| Beta | 1.18 | |||
| Standard Deviation | 20.25 | |||
| Balance Sheet | DTSGX-NASDAQ | Click to Compare |
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| Total Assets | 22.21M | |||
| Operating Ratios | DTSGX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.35% | |||
| Turnover Ratio | 63.00% | |||
| Performance | DTSGX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.60% | |||
| Last Bear Market Total Return | -19.19% | |||