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Wilshire Small Company Growth Portfolio Investment Class Shares (0P00002PEH)

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18.160 +0.220    +1.23%
08/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Wilshire Mutual Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 6.12M
Wilshire Small Company Growth Portfolio Investment 18.160 +0.220 +1.23%

Wilshire Small Company Growth Portfolio Investment Class Shares Overview

 
Find basic information about the Wilshire Small Company Growth Portfolio Investment Class Shares mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00002PEH MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US9718973012)
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Rating
1-Year Change31.5%
Prev. Close17.94
Risk Rating
TTM Yield0%
ROE11.51%
IssuerWilshire Mutual Funds
Turnover27%
ROA2.89%
Inception DateOct 01, 1992
Total Assets6.12M
Expenses1.35%
Min. Investment250,000
Market Cap2.8B
CategorySmall Growth
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1040 1048 1157 866 1321 2173
Fund Return 4% 4.84% 15.66% -4.7% 5.72% 8.07%
Place in category 528 500 525 407 484 353
% in Category 92 86 92 77 92 89

Top Equity Funds by Wilshire Mutual Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wilshire VIT Global Allocation Fund 495.04M 12.84 3.81 6.16
  Wilshire 5000 Index Invmt 232.76M 19.81 9.92 12.26
  Wilshire International Equity Instl 218.48M -0.29 2.29 5.49
  Wilshire Large Company Growth Instl 185.09M 3.83 7.60 13.04
  Wilshire Large Company Value Instl 170.23M 0.20 9.58 7.53

Top Funds for Small Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Explorer Adm 19.28B 8.97 -0.27 10.31
  Vanguard Small Cap Growth Index Adm 14.13B 10.85 -2.75 8.72
  Neuberger Berman Genesis R6 5.15B 10.06 1.71 9.99
  T. Rowe Price QM US Small-Cap Gr Eq 4.93B 13.87 2.08 -
  T. Rowe Price Instl Small-Cap Stock 4.82B 8.97 -1.03 9.85

Top Holdings

Name ISIN Weight % Last Change %
  LeMaitre Vascular US5255582018 2.18 104.25 +3.15%
  Texas Roadhouse US8826811098 1.86 197.77 +0.60%
  Permian Resources US71424F1057 1.79 14.920 -0.33%
  Medpace Holdings US58506Q1094 1.75 362.79 +2.65%
  Pegasystems US7055731035 1.60 86.68 +0.64%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy BUY Strong Buy
Summary Strong Buy Buy Strong Buy
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