DTSVX Mutual Fund
DTSVX Mutual Fund
Wilshire Small Company Value Fund Investment Class
DTSVX Mutual Fund Overview
DTSVX Mutual Fund (Wilshire Small Company Value Fund Investment Class) is managed by Wilshire with $5.4M in net assets. DTSVX expense ratio is 1.35%, holding 666 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 1992-09-30.
DTSVX performance shows a YTD return of 23.38%. The 1-year return is 39.57% and the 5-year return is 9.30%. DTSVX dividend yield stands at 8.30%, paid annually.
DTSVX top holdings include Astrana Health Inc_None_0 (1.5%), Triumph Bancorp (1.3%), Ryman Hospitality Properties I (1.3%), Magnolia Oil & Gas (1.3%), Bank Ozk Inc. (1.2%). View all DTSVX holdings, sector breakdown, or dividend history.
DTSVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DTSVX alternatives are available via the screener, along with tax-loss harvesting opportunities.