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DTSVX Wilshire Small Company Value Invmt Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Industry description

The investment seeks 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® Value Index. It invests, generally, in companies with relatively low price to book value ratios, relatively low price to earnings ratios and relatively high dividend yields (dividend yields for small companies are generally less than those of large companies).

Market Cap

The average market capitalization across the Wilshire Small Company Value Invmt MF is 3.66B. The market cap for tickers in the group ranges from 1.43B to 5.67B. LANC holds the highest valuation in this group at 5.67B. The lowest valued company is ALGT at 1.43B.

Volume

The average weekly volume growth across all stocks in the Wilshire Small Company Value Invmt MF was -50%. For the same stocks of the MF, the average monthly volume growth was -2% and the average quarterly volume growth was 83%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 58
Price Growth Rating: 48
SMR Rating: 46
Profit Risk Rating: 52
Seasonality Score: 52 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Wilshire Mutual Funds Inc1299 Ocean Avenue Suite 700King of Prussia
Phone
N/A
Web
https://advisor.wilshire.com/ProductsServices/MutualFunds.aspx?
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
SGOVX26.25-0.05
-0.19%
First Eagle Overseas A
BMICX9.43-0.02
-0.21%
BlackRock Managed Income Investor C
JMCVX17.72-0.15
-0.84%
Janus Henderson Mid Cap Value T
FRMPX26.82-0.49
-1.79%
Nuveen Small Cap Growth Opp A
SSVSX35.09-0.71
-1.98%
Victory Special Value A

DTSVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DTSVX has been closely correlated with ASVRX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if DTSVX jumps, then ASVRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DTSVX
1D Price
Change %
DTSVX100%
-0.83%
ASVRX - DTSVX
96%
Closely correlated
-0.71%
DFSVX - DTSVX
96%
Closely correlated
-0.76%
VSIAX - DTSVX
96%
Closely correlated
-0.67%
VISVX - DTSVX
96%
Closely correlated
-0.68%
VSIIX - DTSVX
96%
Closely correlated
-0.68%
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