WSMVX Mutual Fund (Wilshire Small Company Value Fund Institutional Class) is managed by Wilshire with $20.0M in net assets. WSMVX expense ratio is 1.10%, holding 666 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 1996-07-15.

WSMVX performance shows a YTD return of 23.59%. The 1-year return is 40.82% and the 5-year return is 9.78%. WSMVX dividend yield stands at 8.99%, paid annually.

WSMVX 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 WSMVX holdings, sector breakdown, or dividend history.

WSMVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WSMVX alternatives are available via the screener, along with tax-loss harvesting opportunities.