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WSMGX Wilshire Small Company Growth Instl 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 Instl MF is 8.64B. The market cap for tickers in the group ranges from 1.48B to 13.89B. SAIA holds the highest valuation in this group at 13.89B. The lowest valued company is LMAT at 1.48B.

Volume

The average weekly volume growth across all stocks in the Wilshire Small Company Growth Instl MF was -8%. For the same stocks of the MF, the average monthly volume growth was -17% and the average quarterly volume growth was 30%

Fundamental Analysis Ratings

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

Valuation Rating: 73
P/E Growth Rating: 61
Price Growth Rating: 46
SMR Rating: 49
Profit Risk Rating: 32
Seasonality Score: 0 (-100 ... +100)
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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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WSMGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WSMGX has been closely correlated with VSGAX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if WSMGX jumps, then VSGAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WSMGX
1D Price
Change %
WSMGX100%
-2.15%
VSGAX - WSMGX
97%
Closely correlated
-1.57%
VEXRX - WSMGX
95%
Closely correlated
-1.74%
VEXPX - WSMGX
95%
Closely correlated
-1.74%
NRGEX - WSMGX
94%
Closely correlated
-1.24%
VISGX - WSMGX
92%
Closely correlated
-1.56%
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