3 / 5 Stars
3 4 2 5 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#13 in Small Value
U.S. News evaluated 122 Small Value 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 26.06 percent over the past year, 16.09 percent over the past three years, 20.97 percent over the past five years, and 8.39 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.7%|
|3 Years (Annualized)||16.1%|
|5 Years (Annualized)||21.0%|
|10 Years (Annualized)||8.4%|
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 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. 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).
Fees are Low compared to funds in the same category.
Wilshire Small Company Value Portfolio has an expense ratio of 1.49 percent.
Risk is Average compared to funds in the same category according to Morningstar.