DTSVX Mutual Fund

DTSVX Mutual Fund (Wilshire Small Company Value Fund Investment Class) is managed by Wilshire with $4.9M in net assets. DTSVX expense ratio is 1.35%, holding 699 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 1992-09-30.

DTSVX performance shows a YTD return of 16.79%. The 1-year return is 21.20% and the 5-year return is 10.32%. DTSVX dividend yield stands at 0.54%.

DTSVX top holdings include Us Bank Mmda - Usbgfs 7 06/01/2031 (1.6%), Triumph Bancorp Inc (1.6%), Ryman Hospitality Properties (1.5%), Apollo Medical Holdings Inc (1.5%), Red Rock Resorts, Inc. Class A (1.4%). Go to all DTSVX holdings, DTSVX sectors, or DTSVX dividends.

DTSVX can be compared against other funds. Use DTSVX overlap to find shared positions, or DTSVX vs another fund for a side-by-side view. DTSVX alternatives are available via the screener, along with tax-loss harvesting opportunities.