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WSMGX
Mutual Fund ticker: NASDAQ
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CHANGE
NET ASSETS

Wilshire Small Company Growth Instl (WSMGX) Ownership - Who owns Wilshire Small Company Growth Instl?

The investment seeks seek capital appreciation... Show more

Category: #Small Growth

Profile

Category
Small Growth
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 Growth
Total Expense Ratio
1.10
Min. Initial Investment
250000.00
Fund Existence
about 29 years
Turnover
63.00
Front Load
N/A
Net Assets
22751708.00
Manager Tenure
N/A

Fundamentals

WSMGX
Net Assets
22.8M
Fund Existence
about 29 years
Turnover
63.00
Total Expense Ratio
1.10
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
250000
Min. Initial Investment IRA
N/A
Morningstar Category
Small Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.67
Assets in Top Ten Holdings
4.03M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
17.4M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.85
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
383.00
Number of Net Holdings
384.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
14.90%
Gain YTD
1.513
Annual Yield % from dividends
0.00
Returns for 1 year
4.84
Returns for 3 years
-11.60
Returns for 5 years
-33.05
Returns for 10 years
-23.19
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
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General Information

Category SmallGrowth

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