3 / 5 Stars
3 4 2 5 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#13 in Small Value
U.S. News evaluated 117 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 28.71 percent over the past year, 14.24 percent over the past three years, 21.24 percent over the past five years, and 8.18 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.7%|
|3 Years (Annualized)||14.2%|
|5 Years (Annualized)||21.2%|
|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 value 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 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). It invests in small-cap companies that may still further develop.
Fees are High compared to funds in the same category.
Wilshire Small Company Value Portfolio has an expense ratio of 1.49 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.