WSMVX Mutual Fund

WSMVX Mutual Fund (Wilshire Small Company Value Fund Institutional Class) is managed by Wilshire with $18.2M in net assets. WSMVX expense ratio is 1.10%, holding 782 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 1996-07-15.

WSMVX performance shows a YTD return of 20.27%. The 1-year return is 26.95% and the 5-year return is 9.28%. WSMVX dividend yield stands at 0.97%, paid annually.

WSMVX top holdings include Apollo Medical Holdings Inc (1.9%), Triumph Bancorp Inc (1.5%), Ryman Hospitality Properties (1.5%), Red Rock Resorts, Inc. Class A (1.4%), Magnolia Oil & Gas Corp (1.4%). Go to all WSMVX holdings, WSMVX sectors, or WSMVX dividends.

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