WSMVX Mutual Fund

WSMVX Mutual Fund (Wilshire Small Company Value Fund Institutional Class) is managed by Wilshire with $20.4M 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 24.24%. The 1-year return is 39.38% and the 5-year return is 10.46%. WSMVX dividend yield stands at 8.95%, paid annually.

WSMVX 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 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.