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WSMVX Wilshire Small Company Value Instl 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 Instl MF is 3.58B. The market cap for tickers in the group ranges from 787.86M to 5.67B. LANC holds the highest valuation in this group at 5.67B. The lowest valued company is ALGT at 787.86M.

Volume

The average weekly volume growth across all stocks in the Wilshire Small Company Value Instl MF was 5%. For the same stocks of the MF, the average monthly volume growth was 58% and the average quarterly volume growth was 71%

Fundamental Analysis Ratings

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

Valuation Rating: 58
P/E Growth Rating: 61
Price Growth Rating: 54
SMR Rating: 46
Profit Risk Rating: 49
Seasonality Score: 12 (-100 ... +100)
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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?
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WSMVX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WSMVX
1D Price
Change %
WSMVX100%
-1.21%
VSIAX - WSMVX
96%
Closely correlated
-0.85%
DFSVX - WSMVX
96%
Closely correlated
-1.36%
DFFVX - WSMVX
96%
Closely correlated
-1.31%
VSIIX - WSMVX
92%
Closely correlated
-0.87%
VISVX - WSMVX
91%
Closely correlated
-0.85%
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