Wilshire Small Company Growth Portfolio Fund Class Institutional
WSMGX
NASDAQ
| Weiss Ratings | WSMGX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | WSMGX-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 | WSMGX-NASDAQ | Click to Compare |
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| Fund Name | Wilshire Small Company Growth Portfolio Fund Class Institutional | |||
| Category | Small Growth | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Small Company | |||
| Inception Date | Jul 15, 1996 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250,000.00 | |||
| Minimum Subsequent Investment | 100,000.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | WSMGX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | WSMGX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.58% | |||
| Asset Allocation | WSMGX-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 | WSMGX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.51% | |||
| 30-Day Total Return | 5.38% | |||
| 60-Day Total Return | 3.82% | |||
| 90-Day Total Return | 7.57% | |||
| Year to Date Total Return | 3.22% | |||
| 1-Year Total Return | 7.79% | |||
| 2-Year Total Return | 11.14% | |||
| 3-Year Total Return | 21.36% | |||
| 5-Year Total Return | 23.68% | |||
| Price | WSMGX-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 | WSMGX-NASDAQ | Click to Compare |
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| Nav | $21.15 | |||
| 1-Month Low NAV | $20.21 | |||
| 1-Month High NAV | $21.46 | |||
| 52-Week Low NAV | $16.21 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $22.36 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | WSMGX-NASDAQ | Click to Compare |
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| Beta | 1.18 | |||
| Standard Deviation | 20.23 | |||
| Balance Sheet | WSMGX-NASDAQ | Click to Compare |
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| Total Assets | 22.21M | |||
| Operating Ratios | WSMGX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.10% | |||
| Turnover Ratio | 63.00% | |||
| Performance | WSMGX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.74% | |||
| Last Bear Market Total Return | -19.14% | |||