Wilshire Small Company Value Portfolio Investment Class Shares

Frequently Asked Questions About DTSVX

What does DTSVX invest in?

The primary objective of this fund is to achieve capital appreciation. It predominantly invests its assets in the common shares of companies characterized by smaller market capitalizations, typically falling within the range of businesses included in the Russell 2000® Value Index. The fund generally seeks out companies that exhibit attractive valuation metrics, specifically those with lower price-to-book and price-to-earnings ratios, combined with relatively high dividend yields (though it acknowledges that dividend yields for smaller companies are generally less substantial than those from larger corporations).

What is the expense ratio of DTSVX?

Wilshire Small Company Value Portfolio Investment Class Shares (DTSVX) charges an expense ratio of 1.35%. This is the annual fee deducted from fund assets to cover management and operations.

How big is DTSVX?

Wilshire Small Company Value Portfolio Investment Class Shares (DTSVX) manages $22.9M 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 DTSVX actively managed or an index fund?

DTSVX 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 (DTSVX's is 1.35%) because there's no security selection cost.

When was DTSVX launched?

Wilshire Small Company Value Portfolio Investment Class Shares (DTSVX) launched in September 1992 and is managed by the fund issuer.

How has DTSVX performed?

DTSVX'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.