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 699 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 1996-07-15.

WSMVX performance shows a YTD return of 24.01%. The 1-year return is 28.29% and the 5-year return is 10.60%. WSMVX dividend yield stands at 8.96%, paid annually.

WSMVX top holdings include Us Bank Mmda - Usbgfs 7 06/01/2031 (1.6%), Triumph Bancorp Inc (1.6%), Ryman Healthcare Limited (1.5%), Apollo Medical Holdings Inc (1.5%), Red Rock Resorts, Inc. Class A (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.