Wilshire Small Company Value Portfolio Investment Class Shares
DTSVX
NASDAQ
| Weiss Ratings | DTSVX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | DTSVX-NASDAQ | Click to Compare |
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| Provider | Wilshire Mutual Funds | |||
| Manager/Tenure (Years) | Thomas D. Stevens (23), Daniel E. Allen (14), Hal W. Reynolds (14), 4 others | |||
| Website | http://www.advisor.wilshire.com | |||
| Fund Information | DTSVX-NASDAQ | Click to Compare |
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| Fund Name | Wilshire Small Company Value Portfolio Investment Class Shares | |||
| Category | Small Value | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Small Company | |||
| Inception Date | Sep 30, 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 | DTSVX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.98% | |||
| Dividend | DTSVX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.47% | |||
| Asset Allocation | DTSVX-NASDAQ | Click to Compare |
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| Cash | 1.99% | |||
| Stock | 98.01% | |||
| U.S. Stock | 94.05% | |||
| Non-U.S. Stock | 3.96% | |||
| 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 | DTSVX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.18% | |||
| 30-Day Total Return | 10.09% | |||
| 60-Day Total Return | 4.46% | |||
| 90-Day Total Return | 13.83% | |||
| Year to Date Total Return | 7.01% | |||
| 1-Year Total Return | 9.43% | |||
| 2-Year Total Return | 24.63% | |||
| 3-Year Total Return | 37.94% | |||
| 5-Year Total Return | 102.18% | |||
| Price | DTSVX-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 | DTSVX-NASDAQ | Click to Compare |
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| Nav | $27.15 | |||
| 1-Month Low NAV | $25.10 | |||
| 1-Month High NAV | $27.40 | |||
| 52-Week Low NAV | $20.35 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $30.19 | |||
| 52-Week High Price (Date) | Nov 25, 2024 | |||
| Beta / Standard Deviation | DTSVX-NASDAQ | Click to Compare |
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| Beta | 1.22 | |||
| Standard Deviation | 22.36 | |||
| Balance Sheet | DTSVX-NASDAQ | Click to Compare |
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| Total Assets | 22.81M | |||
| Operating Ratios | DTSVX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.35% | |||
| Turnover Ratio | 53.00% | |||
| Performance | DTSVX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 21.12% | |||
| Last Bear Market Total Return | -13.57% | |||