Wilshire Small Company Growth Instl

Frequently Asked Questions About WSMGX

What does WSMGX invest in?

The Fund seeks to invest substantially all of its assets in equity securities of issuers within the universe of companies identified by Wilshire as small capitalization, growth companies.

What is the expense ratio of WSMGX?

Wilshire Small Company Growth Instl (WSMGX) charges an expense ratio of 1.10%. This is the annual fee deducted from fund assets to cover management and operations.

How big is WSMGX?

Wilshire Small Company Growth Instl (WSMGX) 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 WSMGX actively managed or an index fund?

WSMGX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was WSMGX launched?

Wilshire Small Company Growth Instl (WSMGX) launched in July 1996 and is managed by the fund issuer.

How has WSMGX performed?

WSMGX'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.