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Wilshire Small Company Growth Portfolio Fund Class Institutional (0P00002YBK)

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19.810 -0.150    -0.75%
08:00:00 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Wilshire Mutual Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 19.59M
Wilshire Small Company Growth Portfolio Fund Class 19.810 -0.150 -0.75%

Wilshire Small Company Growth Portfolio Fund Class Institutional Overview

 
Find basic information about the Wilshire Small Company Growth Portfolio Fund Class Institutional 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 0P00002YBK MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US9718977070)
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Rating
1-Year Change11.32%
Prev. Close19.96
Risk Rating
TTM Yield0%
ROE9.87%
IssuerWilshire Mutual Funds
Turnover81%
ROA2.54%
Inception DateJul 15, 1996
Total Assets19.59M
Expenses1.10%
Min. Investment250,000
Market Cap2.74B
CategorySmall Growth
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1031 1135 1109 881 1336 2085
Fund Return 3.06% 13.48% 10.93% -4.13% 5.96% 7.62%
Place in category 466 454 385 324 417 256
% in Category 70 71 66 62 82 64

Top Equity Funds by Wilshire Mutual Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wilshire VIT Global Allocation Fund 487.35M 2.33 0.86 5.20
  Wilshire International Equity Instl 229.43M -0.29 2.29 5.49
  Wilshire 5000 Index Invmt 207.98M 6.35 9.65 11.52
  Wilshire Large Company Growth Instl 180.31M 3.83 7.60 13.04
  Wilshire Large Company Value Instl 167.22M 0.20 9.58 7.53

Top Funds for Small Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Explorer Adm 18.24B 0.74 -1.14 9.97
  Vanguard Small Cap Growth Index Adm 13.08B 0.20 -4.74 8.12
  Neuberger Berman Genesis R6 4.57B -0.57 0.29 9.21
  T. Rowe Price Instl Small-Cap Stock 4.36B -1.54 -2.80 9.39
  T. Rowe Price QM US Small-Cap Gr Eq 4.41B 2.27 -0.22 -

Top Holdings

Name ISIN Weight % Last Change %
  Permian Resources US71424F1057 2.07 15.690 -3.09%
  Medpace Holdings US58506Q1094 1.85 389.82 -1.72%
  LeMaitre Vascular US5255582018 1.75 80.02 +1.61%
  Texas Roadhouse US8826811098 1.73 167.20 -0.35%
  Qualys US74758T3032 1.57 145.31 +0.55%

Technical Summary

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