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 (24), Daniel Allen (15), Hal Reynolds (15), 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 | 0.47% | |||
| Dividend | DTSVX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.13% | |||
| Asset Allocation | DTSVX-NASDAQ | Click to Compare |
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| Cash | 1.31% | |||
| Stock | 98.68% | |||
| U.S. Stock | 94.42% | |||
| Non-U.S. Stock | 4.26% | |||
| 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 | 2.10% | |||
| 30-Day Total Return | 5.51% | |||
| 60-Day Total Return | 9.49% | |||
| 90-Day Total Return | 11.40% | |||
| Year to Date Total Return | 26.24% | |||
| 1-Year Total Return | 36.24% | |||
| 2-Year Total Return | 38.45% | |||
| 3-Year Total Return | 59.90% | |||
| 5-Year Total Return | 73.03% | |||
| 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 | $31.94 | |||
| 1-Month Low NAV | $30.30 | |||
| 1-Month High NAV | $31.94 | |||
| 52-Week Low NAV | $24.66 | |||
| 52-Week Low NAV (Date) | Aug 01, 2025 | |||
| 52-Week High NAV | $31.94 | |||
| 52-Week High Price (Date) | Jul 21, 2026 | |||
| Beta / Standard Deviation | DTSVX-NASDAQ | Click to Compare |
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| Beta | 1.22 | |||
| Standard Deviation | 19.29 | |||
| Balance Sheet | DTSVX-NASDAQ | Click to Compare |
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| Total Assets | 25.30M | |||
| Operating Ratios | DTSVX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.35% | |||
| Turnover Ratio | 63.00% | |||
| Performance | DTSVX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 37.07% | |||
| Last Bear Market Total Return | -13.57% | |||