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

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21.310 -0.210    -0.98%
31/01 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Wilshire Mutual Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 19.7M
Wilshire Small Company Growth Portfolio Fund Class 21.310 -0.210 -0.98%

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 1.720 1.800 0.080
Stocks 98.280 98.280 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 23.153 22.920
Price to Book 3.165 3.313
Price to Sales 2.345 2.289
Price to Cash Flow 10.896 12.873
Dividend Yield 0.593 0.627
5 Years Earnings Growth 12.769 14.370

Sector Allocation

Name  Net % Category Average
Healthcare 26.070 20.378
Technology 22.300 24.096
Industrials 16.740 20.442
Consumer Cyclical 10.480 11.320
Financial Services 7.930 9.593
Consumer Defensive 5.590 4.130
Energy 4.840 3.745
Basic Materials 2.950 3.547
Utilities 1.470 1.266
Real Estate 1.010 3.075
Communication Services 0.640 2.120

Region Allocation

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

Top Holdings

Number of long holdings: 371

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Pegasystems US7055731035 2.32 108.29 +1.34%
  Texas Roadhouse US8826811098 2.03 181.10 -0.85%
  LeMaitre Vascular US5255582018 2.02 96.93 -3.22%
  Workiva Inc US98139A1051 1.77 98.22 -0.89%
  Guidewire US40171V1008 1.72 211.27 -0.12%
  AAON US0003602069 1.57 116.38 -0.19%
  Sprouts Farmers US85208M1027 1.54 158.34 +1.34%
Excelerate Energy Inc Class A - 1.41 - -
  Casella US1474481041 1.40 107.54 -1.26%
  Federal Signal US3138551086 1.26 98.31 -0.64%

Top Equity Funds by Wilshire Mutual Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wilshire VIT Global Allocation Fund 487.49M 10.97 2.02 5.90
  Wilshire 5000 Index Invmt 232.19M 26.45 9.95 12.30
  Wilshire International Equity Instl 216.2M 9.63 3.00 6.24
  Wilshire Large Company Growth Instl 176.66M 36.31 10.06 14.79
  Wilshire Large Company Value Instl 163.35M 21.04 9.39 8.18
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