Wilshire Small Company Growth Portfolio Investment Class Shares

Frequently Asked Questions About DTSGX

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 $22.6M 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.