DTSVX Mutual Fund

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 24.01%. The 1-year return is 38.10% and the 5-year return is 9.97%. DTSVX dividend yield stands at 8.25%, paid annually.

DTSVX top holdings include Apollo Medical Holdings Inc (1.5%), Triumph Bancorp Inc (1.3%), Ryman Healthcare Limited (1.3%), Magnolia Oil & Gas Corp (1.3%), Bank Ozk (1.2%). Go to all DTSVX holdings, DTSVX sectors, or DTSVX dividends.

DTSVX can be compared against other funds. Use DTSVX overlap to find shared positions, or DTSVX vs another fund for a side-by-side view. DTSVX alternatives are available via the screener, along with tax-loss harvesting opportunities.