Wilshire Small Company Growth Portfolio

Scorecard
3 / 5 Stars
Lipper
2 3 2 5 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
B- (Buy)

#120 in Small Growth

U.S. News evaluated 215 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Wilshire Mutual Funds funds

See full Small Growth rankings

See more fund rankings

Performance

The fund has returned 33.44 percent over the past year, 15.21 percent over the past three years, 26.53 percent over the past five years, and 8.49 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.3%
1 Year 33.4%
3 Years (Annualized) 15.2%
5 Years (Annualized) 26.5%
10 Years (Annualized) 8.5%

See more DTSGX performance

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 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. 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. It invests in small-cap companies that may still further develop.

Fees

Fees are Above Average compared to funds in the same category.
Wilshire Small Company Growth Portfolio has an expense ratio of 1.47 percent.

See more DTSGX fees

Risk

Risk is Average compared to funds in the same category according to Morningstar.

See more DTSGX risk