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Wilshire Small Company Growth Invmt (DTSGX) Fund Ranking and Research

Ranking, Research and Recommendation of Wilshire Small Company Growth Invmt (DTSGX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Wilshire Small Company Growth Invmt Fund (DTSGX) ManagerFund Manager - Thomas D. Stevens

Fund Manager Information

Fund Manager Tenure: 27.1 years
Fund Family: Wilshire Mutual Funds
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.8)     (What does this score mean?)
As L.A. Capital's Chairman, Mr. Stevens is responsible for setting the firm's strategic goals and developing the firm's research, portfolio management, trading, administrative and client service resources. Mr. Stevens is a key member of the portfolio management team and a member of the firm's Investment Committee. Mr. Stevens also has a lead role in client relationships. Prior to co-founding L.A. Capital, Mr. Stevens was a senior managing director and principal at Wilshire Associates. He joined Wilshire in 1980 and for six years directed its Equity Division, overseeing the delivery of the Equity and Index Fund Management Services and working on a retainer basis with over 120 investment organizations. In 1986, he assumed responsibility for Wilshire Asset Management and for the next 16 years headed that division. Prior to joining Wilshire, Mr. Stevens worked for the National Bank of Detroit as a portfolio manager and was primarily responsible for major pension fund client relationships.  Get more insights on Thomas D. Stevens

 

Graph of Wilshire Small Company Growth Invmt Fund (DTSGX) ProfileWilshire Small Company Growth Invmt Fund (DTSGX) Profile

Fund Profile and Description

Wilshire Small Company Growth Invmt Fund seeks to provide investment results of a portfolio of publicly traded common stocks of companies in the portion of the Wilshire 5000 index identified as small-cap growth companies. Wilshire Small Company Growth Invmt Fund invests in the small company growth segment of the U.S. equity market. It invests substantially all the assets in companies with smaller market capitalizations. Wilshire Small Company Growth Invmt Fund invests in companies that have above average earnings or sales growth histories and retention of earnings and above-average price to earnings ratios.

 

Wilshire Small Company Growth Invmt (DTSGX) Fund Strength What we like about Wilshire Small Company Growth Invmt (DTSGX) Fund

Data for Wilshire Small Company Growth Invmt Fund (DTSGX) as of May 30, 2016

  • Wilshire Small Company Growth Invmt Fund (DTSGX) management has been with Wilshire Small Company Growth Invmt Fund for 27.1 years
  • Wilshire Small Company Growth Invmt Fund (DTSGX) has good short-term performance (1-year return -0.18% vs -7.74% Small Growth category median performance)
  • Wilshire Small Company Growth Invmt Fund (DTSGX) has good mid-term performance (3-year return 9.81% vs 6.86% Small Growth category median performance)
  • Wilshire Small Company Growth Invmt Fund (DTSGX) has good Long-term performance (5-year return 9.24% vs 7.01% Small Growth category median performance)
  • Wilshire Small Company Growth Invmt Fund (DTSGX) ratio of up-years vs down years is greater than 2
  • Wilshire Small Company Growth Invmt Fund (DTSGX) has a Morningstar rating of 4 and above
  • Wilshire Small Company Growth Invmt Fund (DTSGX) has an annual stock turnover rate of 63.00% vs Small Growth average of 63.11%. It is good that Wilshire Small Company Growth Invmt management does not trade extensively for its return.
  • Wilshire Small Company Growth Invmt Fund (DTSGX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.9, lower than category average of 15.82

Wilshire Small Company Growth Invmt Fund (DTSGX) Weakness What we are cautious about Wilshire Small Company Growth Invmt (DTSGX) Fund

Data for Wilshire Small Company Growth Invmt Fund (DTSGX) as of May 30, 2016

  • Wilshire Small Company Growth Invmt Fund (DTSGX) has a higher expense ratio of 1.46% than its Small Growth average of 1.31%
  • Even though Wilshire Small Company Growth Invmt Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Wilshire Small Company Growth Invmt Fund (DTSGX) performance details as of May 30, 2016

 

What do you think?

 

Compare Wilshire Small Company Growth Invmt Fund (DTSGX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Wilshire Small Company Growth Invmt3.75-0.189.819.24
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare Wilshire Small Company Growth Invmt Fund (DTSGX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of Wilshire Small Company Growth Invmt Fund (DTSGX) Net Asset TrackingWilshire Small Company Growth Invmt (DTSGX) Fund Net Asset

Track net asset change of Wilshire Small Company Growth Invmt fund (DTSGX)

DateNet Asset
05/2016$37.36M
03/2016$41.17M
02/2016$38.29M
More historic net asset information on Wilshire Small Company Growth Invmt Fund (DTSGX)

  

Graph of Wilshire Small Company Growth Invmt Fund (DTSGX) Portfolio TrackingWilshire Small Company Growth Invmt (DTSGX) Fund Portfolio Allocation

Track portfolio allocation change of Wilshire Small Company Growth Invmt fund (DTSGX)

DateCashStockBondOther
04/20160%100%0%0%
02/20164.62%95.38%0%0%
01/20162.12%97.88%0%0%
Click here to see more historic asset allocation information on Wilshire Small Company Growth Invmt Fund (DTSGX)

 

graph of Wilshire Small Company Growth Invmt Fund (DTSGX) Top 10 Position TrackingTop 10 Holdings in Wilshire Small Company Growth Invmt (DTSGX) Fund

Discover what Wilshire Small Company Growth Invmt Fund (DTSGX) manager is buying

Apr 29, 2016
Prestige Brand Holdings, Inc. C [2.26%]
Maximus, Inc. Common Stock [2.19%]
WageWorks, Inc. Common Stock [2.04%]
Cambrex Corporation Common Stoc [1.94%]
Ellie Mae, Inc. Common Stock [1.91%]
PrivateBancorp, Inc. [1.89%]
MarketAxess Holdings, Inc. [1.86%]
Popeyes Louisiana Kitchen, Inc. [1.86%]
Sonic Corp. [1.8%]
G-III Apparel Group, LTD. [1.72%]

Feb 28, 2016
Ellie Mae, Inc. Common Stock [2.9%]
MarketAxess Holdings, Inc. [2.49%]
WageWorks, Inc. Common Stock [2.46%]
ICON plc [2.15%]
Maximus, Inc. Common Stock [2.13%]
PrivateBancorp, Inc. [2.05%]
Prestige Brand Holdings, Inc. C [2.03%]
Popeyes Louisiana Kitchen, Inc. [1.97%]
G-III Apparel Group, LTD. [1.91%]
Steven Madden, Ltd. [1.74%]

Jan 30, 2016
MarketAxess Holdings, Inc. [2.74%]
Ellie Mae, Inc. Common Stock [2.48%]
Maximus, Inc. Common Stock [2.36%]
WageWorks, Inc. Common Stock [2.33%]
PrivateBancorp, Inc. [2.27%]
Popeyes Louisiana Kitchen, Inc. [2.24%]
ICON plc [2.02%]
Prestige Brand Holdings, Inc. C [1.99%]
G-III Apparel Group, LTD. [1.8%]
Sonic Corp. [1.77%]
Click here for Stock Holding Change Map in Wilshire Small Company Growth Invmt Fund (DTSGX)

  

Latest News on Wilshire Small Company Growth Invmt (DTSGX) Fund

See what is happening with Wilshire Small Company Growth Invmt Fund (DTSGX)

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Wilshire Small Company Growth Invmt Fund (DTSGX) Related ResourcesSee more information on Wilshire Small Company Growth Invmt (DTSGX) Fund

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