WSMGX Mutual Fund

WSMGX Mutual Fund (Wilshire Small Company Growth Portfolio Fund Investor Class) is managed by Wilshire with $19.1M 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 16.25%. The 1-year return is 26.60% and the 5-year return is 1.53%.

WSMGX top holdings include Pegasystems, Inc. (1.6%), Ligand Pharmaceuticals, Inc. (1.3%), Cogent Biosciences Inc (1.2%), Federal Signal Corp (1.1%), Tarsus Pharmaceuticals 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.