Wilshire Small Company Growth Portfolio Investment Class Shares (DTSGX) Fund Overview

Wilshire Small Company Growth Portfolio Investment Class Shares (DTSGX) Financial Services Profile

Wilshire Small Company Growth Portfolio Investment Class Shares (DTSGX) is an asset management fund specializing in small-cap growth stocks, primarily mirroring the Russell 2000® Growth Index. The fund seeks companies demonstrating strong earnings or sales growth, often characterized by elevated price-to-earnings ratios, within the competitive financial services sector.

What Is the Investment Thesis for DTSGX?

Wilshire Small Company Growth Portfolio Investment Class Shares (DTSGX) presents a focused investment opportunity within the small-cap growth segment. The fund's strategy of mirroring the Russell 2000® Growth Index provides exposure to a diversified portfolio of companies with above-average growth characteristics. A key value driver is the potential for capital appreciation from these high-growth companies. However, the fund's performance is closely tied to the overall performance of the Russell 2000® Growth Index and the broader economic conditions affecting small-cap companies. The fund's profit margin of 0.7% and gross margin of 72.3% highlight its operational efficiency in managing its portfolio. Ongoing catalysts include continued innovation and expansion within the small-cap sector, driving earnings and sales growth for the fund's holdings. Potential risks include market volatility and economic downturns, which could disproportionately impact small-cap companies and negatively affect the fund's returns.

Based on FMP financials and quantitative analysis

DTSGX Key Highlights

Market capitalization of $0.02 billion, indicating a small-cap focus.

• Profit margin of 0.7%, reflecting the fund's profitability in managing its assets.
• Gross margin of 72.3%, showcasing efficient portfolio management.
• Beta of 1.33, suggesting higher volatility compared to the market.
• No dividend yield, as the fund focuses on capital appreciation rather than income generation.

Who Are DTSGX's Competitors?

DTSGX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are DTSGX's Key Strengths?

Focused investment strategy on small-cap growth companies.

• Alignment with the Russell 2000® Growth Index.
• Potential for high returns from growth stocks.
• Established track record in asset management.

What Are DTSGX's Weaknesses?

High volatility associated with small-cap stocks.

• Dependence on the performance of the Russell 2000® Growth Index.
• Limited diversification compared to broader market funds.
• Relatively small market capitalization.

What Are the Key Risks for DTSGX?

Financial-distress signal — its Altman Z-Score of 0.65 sits in the distress zone (elevated bankruptcy risk).

• Rich valuation — a P/E of 693.33 runs well above the Financial Services sector’s ~17.20x, leaving little room for a miss.
• Market volatility and economic downturns disproportionately impacting small-cap companies.
• Increased competition within the asset management industry.
• Changes in interest rates affecting the valuation of growth stocks.
• Regulatory changes impacting the asset management industry.

What Are DTSGX's Competitive Advantages?

• Established investment strategy focused on small-cap growth.
• Alignment with the Russell 2000® Growth Index provides a benchmark and investment framework.
• Expertise in identifying and analyzing high-growth small-cap companies.

What Does DTSGX Do?

Wilshire Small Company Growth Portfolio Investment Class Shares (DTSGX) is a fund within the asset management industry that focuses on investing in small-capitalization growth companies. The fund's strategy centers around mirroring the investment profile of the Russell 2000® Growth Index. DTSGX primarily targets companies that exhibit historically above-average earnings or sales growth. These companies often reinvest their earnings to fuel further expansion, a characteristic the fund seeks to capitalize on. This investment approach often leads the fund to invest in companies with higher price-to-earnings (P/E) ratios, reflecting the market's expectation of future growth. The fund operates by allocating substantially all of its assets into the common stock of these targeted small-cap companies. This concentrated approach allows DTSGX to closely track the performance of its chosen segment of the market. The fund's investment decisions are guided by the objective of achieving long-term capital appreciation through investments in companies with strong growth potential. While the fund's investment strategy is relatively straightforward, the selection of specific companies within the Russell 2000® Growth Index requires careful analysis of financial metrics, growth prospects, and competitive positioning. As of 2026, DTSGX continues to operate with this core investment philosophy, navigating the dynamic landscape of the small-cap growth market to deliver returns to its investors.

What Products and Services Does DTSGX Offer?

• Invests in common stock of small-cap companies.
• Focuses on companies within the Russell 2000® Growth Index.
• Targets companies with above-average earnings or sales growth.
• Seeks companies with high price-to-earnings ratios.
• Allocates substantially all assets to targeted companies.
• Aims for long-term capital appreciation.

How Does DTSGX Make Money?

• Generates revenue through management fees charged on assets under management (AUM).
• Invests in small-cap growth companies to achieve capital appreciation.
• Mirrors the investment profile of the Russell 2000® Growth Index.

What Industry Does DTSGX Operate In?

Wilshire Small Company Growth Portfolio Investment Class Shares (DTSGX) operates within the asset management industry, which is characterized by intense competition and evolving market dynamics. The industry is influenced by factors such as interest rates, economic growth, and investor sentiment. DTSGX focuses on the small-cap growth segment, which can offer higher growth potential but also comes with increased volatility. The fund competes with other asset management firms offering similar small-cap growth strategies. The competitive landscape includes firms like ARCX, DTSVX, GABBX, HICSX, and HTECX, each vying for investor capital in the small-cap space. The asset management industry is also undergoing technological transformation, with the rise of fintech and robo-advisors impacting traditional investment strategies.

Who Are DTSGX's Key Customers?

• Individual investors seeking exposure to small-cap growth stocks.
• Institutional investors looking for diversified small-cap investments.
• Retirement plans and other investment vehicles.

Return on equity for Wilshire Small Company Growth Portfolio Investment Class Shares stands at 0.2%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.1%, showing how much profit it generates from its asset base. A current ratio of 4.99 indicates the company holds enough short-term assets to cover its near-term obligations.

Wilshire Small Company Growth Portfolio Investment Class Shares's Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 0.65 places it in the distress zone, a signal of elevated financial risk.

DTSGX Financials

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Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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