WSMGX Mutual Fund

WSMGX Mutual Fund (Wilshire Small Company Growth Portfolio Fund Investor Class) is managed by Wilshire with $17.4M in net assets. WSMGX expense ratio is 1.10%, holding 414 positions across sectors including Health Care, Information Technology, Industrials. Inception date: 1996-07-15.

WSMGX performance shows a YTD return of 16.70%. The 1-year return is 21.42% and the 5-year return is 1.15%.

WSMGX top holdings include Us Bank Mmda - Usbgfs 7 06/01/2031 (1.5%), Ligand Pharmaceuticals, Inc. (1.5%), Federal Signal Corp (1.2%), Argan, Inc. (1.2%), Sharkninja Inc (1.1%). Go to all WSMGX holdings, WSMGX sectors, or WSMGX dividends.

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