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Wilshire Small Company Growth Portfolio Fund Class Institutional (0P00002YBK)

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19.230 +0.050    +0.26%
21/06 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Wilshire Mutual Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 18.56M
Wilshire Small Company Growth Portfolio Fund Class 19.230 +0.050 +0.26%

0P00002YBK Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Wilshire Small Company Growth Portfolio Fund Class (0P00002YBK) fund. Our Wilshire Small Company Growth Portfolio Fund Class portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 2.250 2.270 0.020
Stocks 97.750 97.750 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 21.355 22.565
Price to Book 2.765 3.117
Price to Sales 1.753 2.060
Price to Cash Flow 8.541 12.142
Dividend Yield 0.619 0.714
5 Years Earnings Growth 17.484 14.419

Sector Allocation

Name  Net % Category Average
Healthcare 26.350 19.559
Technology 23.880 25.535
Industrials 16.560 19.675
Consumer Cyclical 10.940 11.650
Consumer Defensive 6.880 4.437
Energy 5.580 4.623
Financial Services 5.030 8.421
Basic Materials 2.670 3.728
Utilities 0.850 1.256
Real Estate 0.630 2.969
Communication Services 0.620 2.269

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 404

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Permian Resources US71424F1057 2.07 15.410 -0.58%
  Medpace Holdings US58506Q1094 1.85 404.03 +0.85%
  LeMaitre Vascular US5255582018 1.75 81.50 +1.13%
  Texas Roadhouse US8826811098 1.73 170.41 +0.62%
  Qualys US74758T3032 1.57 139.21 +2.61%
  ELF Beauty US26856L1035 1.44 205.91 -1.59%
  Azek Company US05478C1053 1.32 44.50 -4.77%
  Saia US78709Y1055 1.26 460.61 +0.08%
  Pegasystems US7055731035 1.26 58.82 +2.15%
  Casella US1474481041 1.23 98.20 -0.13%

Top Equity Funds by Wilshire Mutual Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wilshire VIT Global Allocation Fund 486.49M 5.78 1.52 5.39
  Wilshire International Equity Instl 221.8M -0.29 2.29 5.49
  Wilshire 5000 Index Invmt 212.54M 9.74 7.56 11.53
  Wilshire Large Company Growth Instl 183.35M 3.83 7.60 13.04
  Wilshire Large Company Value Instl 161.56M 0.20 9.58 7.53
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