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DTSGX Wilshire Small Company Growth Invmt Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

Industry description

The investment seeks seek capital appreciation. The fund invests substantially all of its assets in the common stock of companies with smaller market capitalizations—generally within the range of companies comprising the Russell 2000® Growth Index. The fund invests in companies that historically have above average earnings or above average sales growth and retention of earnings, often such companies have above average price to earnings ratios.

Market Cap

The average market capitalization across the Wilshire Small Company Growth Invmt MF is 8.67B. The market cap for tickers in the group ranges from 1.48B to 14.41B. SAIA holds the highest valuation in this group at 14.41B. The lowest valued company is LMAT at 1.48B.

Volume

The average weekly volume growth across all stocks in the Wilshire Small Company Growth Invmt MF was 27%. For the same stocks of the MF, the average monthly volume growth was 23% and the average quarterly volume growth was 68%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 74
P/E Growth Rating: 60
Price Growth Rating: 44
SMR Rating: 45
Profit Risk Rating: 31
Seasonality Score: 8 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Wilshire Mutual Funds Inc1299 Ocean Avenue Suite 700King of Prussia
Phone
N/A
Web
https://advisor.wilshire.com/ProductsServices/MutualFunds.aspx?
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DTSGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DTSGX has been closely correlated with VEXPX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if DTSGX jumps, then VEXPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DTSGX
1D Price
Change %
DTSGX100%
+1.79%
VEXPX - DTSGX
98%
Closely correlated
+1.45%
VEXRX - DTSGX
98%
Closely correlated
+1.45%
VISGX - DTSGX
97%
Closely correlated
+1.78%
VSGAX - DTSGX
97%
Closely correlated
+1.78%
VSGIX - DTSGX
97%
Closely correlated
+1.77%
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