Wilshire Small Company Growth Instl
1299 Ocean Avenue Suite 700 King Of Prussia PA 19406
Map
Phone: 888-200-6796
| Category: | Small Growth | | Fund Family: | Wilshire Mutual Funds | | Net Assets: | 280.00K | | Year-to-Date Return: | -7.31% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Jul-96 |
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Thomas D. Stevens
Lead Manager since
01-Oct-92 | | | Stevens is a chairman and principal with L.A. Capital. He co-founded L.A. Capital in 2002. Prior to co-founding L.A. Capital, Stevens was senior managing director and principal at Wilshire Associates. He joined Wilshire in 1980 and for six years directed its Equity Division. In 1986, Stevens assumed responsibility for Wilshire Asset Management and for the next 16 years headed that division. Stevens holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $250,000 | | Min Initial Investment, IRA: | $750 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100,000 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to provide investment results of a portfolio of publicly traded common stocks of companies in the portion of the Wilshire 5000 index identified as small-cap growth companies. The fund invests in the small company growth segment of the U.S. equity market. It invests substantially all the assets in companies with smaller market capitalizations between approximately $150 million and $2.3 billion. The fund invests in companies that have above average earnings or sales growth histories and retention of earnings and above-average price to earnings ratios. |
| Last Dividend
| N/A | | Last Cap Gain
(26-Dec-07):
| 2.03 | | Annual Holdings Turnover
| 99.00% | | Average for Category:
| 114.64% |
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| Expense | WSMGX | Category
Avg | | Total Expense Ratio: | 1.21%
| 1.60% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$569 | $686 | | 5 Yr Expense Projection*: |
$980 | $1,085 | | 10 Yr Expense Projection*: |
$2,127 | $2,158 |
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5.11% Nasdaq 0.00%
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