- 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 $25.3M 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.
