- 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 $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 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.
