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DTSVX
Mutual Fund ticker: NASDAQ
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Wilshire Small Company Value Invmt (DTSVX) Ownership - Who owns Wilshire Small Company Value Invmt?

The investment seeks capital appreciation... Show more

Category: #Small Value

Profile

Category
Small Value
Address
Wilshire Mutual Funds Inc1299 Ocean Avenue Suite 700King of Prussia
Phone
N/A
Web
https://advisor.wilshire.com/ProductsServices/MutualFunds.aspx?

Details

Group
Domestic Stock Funds
Category
Small Value
Total Expense Ratio
1.35
Min. Initial Investment
1000.00
Fund Existence
almost 33 years
Turnover
53.00
Front Load
N/A
Net Assets
22958152.00
Manager Tenure
N/A

Fundamentals

DTSVX
Net Assets
23M
Fund Existence
almost 33 years
Turnover
53.00
Total Expense Ratio
1.35
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Small Value
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.95
Assets in Top Ten Holdings
2.84M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
4.79M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.85
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
657.00
Number of Net Holdings
658.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
11.18%
Gain YTD
8.475
Annual Yield % from dividends
0.98
Returns for 1 year
4.43
Returns for 3 years
14.14
Returns for 5 years
61.03
Returns for 10 years
32.50
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These past five trading days, the mutual fund lost 0.00%.
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General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Wilshire Mutual Funds Inc1299 Ocean Avenue Suite 700King of Prussia
Phone
N/A
Web
https://advisor.wilshire.com/ProductsServices/MutualFunds.aspx?