3 / 5 Stars
3 4 2 5 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#43 in Small Growth
U.S. News evaluated 219 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.98 percent over the past year, 13.34 percent over the past three years, 20.46 percent over the past five years, and 8.16 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||0.9%|
|3 Years (Annualized)||13.3%|
|5 Years (Annualized)||20.5%|
|10 Years (Annualized)||8.2%|
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 IndexSM. 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-which is generally less than $3 billion at the time of purchase. 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.
Fees are Above Average compared to funds in the same category.
Wilshire Small Company Growth Portfolio has an expense ratio of 1.47 percent.
Risk is Average compared to funds in the same category according to Morningstar.