WSMVX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Wilshire Small Company Value Instl (WSMVX) Ownership - Who owns Wilshire Small Company Value Instl?

The investment seeks capital appreciation... Show more

Category: #Small Value

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

WSMVX

Net Assets

22.4M

Fund Existence

over 28 years

Turnover

65.00

Total Expense Ratio

1.10

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

250000

Min. Initial Investment IRA

N/A

Morningstar Category

Small Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.72

Assets in Top Ten Holdings

2.84M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

17.9M

Fund Type

OpenEnd

Index Fund

Management Fee

0.85

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

607.00

Number of Net Holdings

608.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

11.87%

Gain YTD

-7.009

Annual Yield % from dividends

1.64

Returns for 1 year

-7.73

Returns for 3 years

-11.65

Returns for 5 years

96.98

Returns for 10 years

6.47

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General Information

Category SmallValue

Profile

Fundamentals

Details