The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Wilshire Small Company Value Invmt to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
- NAV / 1-Day Return 24.46 / 0.66 %
- Total Assets 26.1 Mil
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Adj. Expense Ratio
- Expense Ratio 1.350%
- Distribution Fee Level High
- Share Class Type No Load
- Category Small Value
- Investment Style Small Value
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.73%
- Turnover 45%
Morningstar’s Analysis DTSVX
Will DTSVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.