Wilshire Small Company Value Portfolio

Frequently Asked Questions About WSMVX

What does WSMVX invest in?

The fund primarily dedicates its investments to the common stock of businesses with smaller market capitalizations, generally targeting those companies found within the range of the Russell 2000® Value Index. Its investment strategy focuses on value characteristics, seeking out firms that exhibit relatively low price-to-book and price-to-earnings ratios, coupled with comparatively high dividend yields. It is important to note that, for small companies, these dividend yields are typically less than those offered by larger corporations.

What is the expense ratio of WSMVX?

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

How big is WSMVX?

Wilshire Small Company Value Portfolio (WSMVX) manages $23.2M 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 WSMVX actively managed or an index fund?

WSMVX 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 (WSMVX's is 1.10%) because there's no security selection cost.

When was WSMVX launched?

Wilshire Small Company Value Portfolio (WSMVX) launched in July 1996 and is managed by the fund issuer.

How has WSMVX performed?

WSMVX'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.