WSMGX : Wilshire Small Company Growth Portfolio Fund Class Institutional

WSMGX is a US Stocks Market Small Growth with MODERATE fees.

WSMGX

Wilshire Small Company Growth Portfolio Fund Class Institutional

FI Score

27 /100

Expense Ratio Rating

7 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

27% FI Score
  • wsmgx
  • Mutual Fund
  • US Stocks
  • Small Growth

Wilshire Small Company Growth Portfolio Fund Class Institutional

Expenses: 1.10% (Better than 1% of similar funds)

This is a bad choice for a Small Growth US Stocks fund. See why »

Fund Summary

The investment seeks to provide investment results of a portfolio of publicly traded common stocks of companies in the applicable sub-category of the Wilshire 5000 Index SM. The fund focuses on the small company growth segment of the U.S. equity market. It invests substantially all of its assets in the common stock of companies with smaller market capitalizations-generally within the range of companies comprising the Russell 2000® Growth Index. The fund invests in companies that historically have above average earnings or sales growth and retention of earnings, often such companies have above average price to earnings ratios.

Largest Holdings

Amount Holding
2.99% Repligen Corp
2.84% Pegasystems Inc
2.46% Qualys Inc
2.35% WNS (Holdings) Ltd ADR
2.18% Chegg Inc
2.14% EVO Payments Inc
1.95% Mimecast Ltd
1.91% Medpace Holdings Inc
1.86% Mesa Laboratories Inc
1.78% Workiva Inc Class A
1.72% Mercury Systems Inc
1.68% Tabula Rasa HealthCare Inc
1.59% Skyline Champion Corp
1.54% Grocery Outlet Holding Corp
1.52% NeoGenomics Inc
1.52% Maximus Inc
1.50% Box Inc A
1.49% Kratos Defense & Security Solutions Inc
1.36% Integer Holdings Corp
1.34% Silicon Laboratories Inc
1.34% Neogen Corp
1.32% Cogent Communications Holdings Inc
1.30% PRA Health Sciences Inc
1.29% BioTelemetry Inc
1.17% Inter Parfums Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2022   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo