- What does DTSGX invest in?
- This fund primarily invests its capital in the common shares of companies characterized by smaller market values. These companies generally align with the size range found within the Russell 2000® Growth Index. The investment approach focuses on businesses that have historically exhibited robust growth in either earnings or sales, coupled with a strong tendency to retain their profits. As a result, such growth-oriented companies often trade at higher price-to-earnings ratios.
- What is the expense ratio of DTSGX?
- Wilshire Small Company Growth Portfolio Investment Class Shares (DTSGX) charges an expense ratio of 1.35%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is DTSGX?
- Wilshire Small Company Growth Portfolio Investment Class Shares (DTSGX) manages $26.1M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is DTSGX actively managed or an index fund?
- DTSGX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (DTSGX's is 1.35%) because there's no security selection cost.
- When was DTSGX launched?
- Wilshire Small Company Growth Portfolio Investment Class Shares (DTSGX) launched in September 1992 and is managed by the fund issuer.
- How has DTSGX performed?
- DTSGX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
