DTSVX

About DTSVX

Wilshire Small Company Value Investment is an actively managed mutual fund that focuses on investing in small-cap U.S. companies characterized by relatively low valuations. Specifically, the fund targets companies with low price-to-book and price-to-earnings ratios, as well as relatively high dividend yields, in line with a value investment approach. The portfolio typically comprises firms with market capitalizations ranging from approximately $165 million to $1.9 billion, spanning sectors such as consumer cyclical, financial services, basic materials, industrials, and energy. The fund holds a diversified basket of over 600 securities, with the top ten holdings representing about 11% of total assets. Notably, the strategy emphasizes exposure to sectors and industries where small-cap value opportunities are most prevalent. The Wilshire Small Company Value Investment is designed to provide investors access to institutional-quality management and diversified exposure to the small-cap value segment of the U.S. equity market. Its role in the financial market is to offer a way to participate in the potential long-term growth and income opportunities presented by undervalued smaller companies.