WSMVX : Wilshire Small Company Value Fund Class Institutional

WSMVX is a US Stocks Market Small Blend with MODERATE fees.

WSMVX

Wilshire Small Company Value Fund Class Institutional

FI Score

26 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

26% FI Score
  • wsmvx
  • Mutual Fund
  • US Stocks
  • Small Blend

Wilshire Small Company Value Fund Class Institutional

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

This is a bad choice for a Small Blend 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 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® Value Index. It invests, generally, in companies with relatively low price to book value ratios, low price to earnings ratios and relatively high dividend yields (dividend yields for small companies are generally less than those of large companies).

Largest Holdings

Amount Holding
1.26% Vail Resorts Inc
1.19% Sterling Bancorp
1.17% Cal-Maine Foods Inc
0.98% Bank OZK
0.97% CubeSmart
0.90% Hub Group Inc Class A
0.89% Enstar Group Ltd
0.87% Post Holdings Inc
0.86% Live Nation Entertainment Inc
0.85% WNS (Holdings) Ltd ADR
0.82% Sanmina Corp
0.77% Colfax Corp
0.74% Red Rock Resorts Inc A
0.71% South Jersey Industries Inc
0.68% Cathay General Bancorp
0.68% Kirby Corp
0.65% ProAssurance Corp
0.64% Ashland Global Holdings Inc
0.64% Artisan Partners Asset Management Inc
0.61% Cirrus Logic Inc
0.59% SPX FLOW Inc
0.58% W R Grace & Co
0.58% BOK Financial Corp
0.55% First Defiance Financial Corp
0.55% Broadridge Financial Solutions Inc

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