Wilshire Small Company Value Portfolio Investment Class Shares (DTSVX) Fund Overview

Wilshire Small Company Value Portfolio Investment Class Shares (DTSVX) Financial Services Profile

Wilshire Small Company Value Portfolio Investment Class Shares (DTSVX) is an asset management fund focused on capital appreciation through investments in small-cap value stocks. The fund targets companies within the Russell 2000® Value Index, emphasizing low price-to-book and price-to-earnings ratios, and seeks to provide returns through value investing strategies.

What Is the Investment Thesis for DTSVX?

DTSVX presents an investment opportunity for investors seeking exposure to small-cap value stocks. The fund's strategy of targeting companies with low price-to-book and price-to-earnings ratios offers potential for long-term capital appreciation. A key value driver is the fund's focus on the Russell 2000® Value Index, providing a defined universe of small-cap companies. Growth catalysts include the potential for undervalued companies to realize their intrinsic value and the fund's ability to capitalize on market inefficiencies within the small-cap segment. However, potential risks include the inherent volatility of small-cap stocks and the possibility of underperformance relative to broader market indices during periods of growth-oriented market sentiment. With a market cap of $0.02 billion and a beta of 1.16, DTSVX exhibits characteristics typical of small-cap funds.

Based on FMP financials and quantitative analysis

DTSVX Key Highlights

DTSVX focuses on small-cap companies within the Russell 2000® Value Index, providing targeted exposure to this market segment.

• The fund employs a value investing strategy, emphasizing low price-to-book and price-to-earnings ratios to identify undervalued companies.
• DTSVX aims for capital appreciation, seeking long-term growth potential from its investments.
• The fund's beta of 1.16 indicates a slightly higher volatility compared to the overall market.
• DTSVX does not currently offer a dividend yield, focusing instead on capital appreciation.

Who Are DTSVX's Competitors?

DTSVX 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 DTSVX's Key Strengths?

Focus on undervalued small-cap companies.

• Value investing strategy with potential for long-term growth.
• Exposure to the Russell 2000® Value Index.
• Managed by Wilshire Funds Management.

What Are DTSVX's Weaknesses?

Small market capitalization ($0.02B).

• Lack of dividend yield may deter some investors.
• Susceptibility to small-cap market volatility.

What Are the Key Risks for DTSVX?

Volatility inherent in small-cap stocks.

• Underperformance relative to broader market indices during growth-oriented periods.
• Economic downturn impacting the financial performance of small-cap companies.
• Changes in investor sentiment towards value investing.

What Threats Does DTSVX Face?

• Economic downturn impacting small-cap companies.
• Increased competition from other asset managers.
• Changes in investor sentiment towards value investing.
• Regulatory changes affecting the asset management industry.

What Are DTSVX's Competitive Advantages?

• Established expertise in value investing within the small-cap segment.
• Focus on the Russell 2000® Value Index provides a defined investment universe.
• Wilshire Funds Management's reputation and track record in asset management.

What Does DTSVX Do?

Wilshire Small Company Value Portfolio Investment Class Shares (DTSVX) is an investment fund managed by Wilshire Funds Management. The fund's primary objective is to achieve capital appreciation by investing predominantly in the common stock of small-capitalization companies. These companies are generally within the market capitalization range of the Russell 2000® Value Index, a widely recognized benchmark for small-cap value stocks. The fund employs a value investing strategy, focusing on companies that exhibit relatively low price-to-book value ratios, low price-to-earnings ratios, and relatively high dividend yields, although dividend yields for small companies are generally less than those of large companies. The fund's investment approach centers on identifying undervalued companies with the potential for long-term growth. By focusing on companies with lower valuation metrics, DTSVX aims to capitalize on market inefficiencies and generate returns as these companies' valuations converge toward their intrinsic value. The fund's strategy is designed to provide investors with exposure to the small-cap value segment of the market, offering diversification and potential for outperformance compared to broader market indices. The fund operates primarily within the United States, targeting companies listed on major U.S. stock exchanges. Wilshire Funds Management leverages its expertise in asset allocation and portfolio construction to manage DTSVX, aiming to deliver consistent returns while adhering to its stated investment objectives and risk parameters. The fund is available to investors seeking a value-oriented approach to small-cap investing, with a focus on long-term capital appreciation.

What Products and Services Does DTSVX Offer?

• Invests in common stock of small-capitalization companies.
• Targets companies within the range of the Russell 2000® Value Index.
• Focuses on companies with low price-to-book value ratios.
• Seeks companies with low price-to-earnings ratios.
• Considers companies with relatively high dividend yields (within the small-cap context).
• Aims for capital appreciation through its investment strategy.

How Does DTSVX Make Money?

• Generates revenue through management fees charged on assets under management (AUM).
• Implements a value investing strategy to identify undervalued companies.
• Utilizes the Russell 2000® Value Index as a benchmark for investment selection.

What Industry Does DTSVX Operate In?

The asset management industry is characterized by intense competition and evolving market dynamics. Funds like DTSVX operate within the small-cap value segment, which can be influenced by factors such as economic growth, interest rates, and investor sentiment. The competitive landscape includes other asset managers offering similar small-cap value strategies. DTSVX's focus on low valuation metrics positions it within a specific niche of the market, potentially appealing to investors seeking value-oriented investments. The industry is also experiencing trends such as increased demand for passive investment strategies and the rise of fintech solutions, which may impact the fund's performance and competitive positioning.

Who Are DTSVX's Key Customers?

• Individual investors seeking exposure to small-cap value stocks.
• Institutional investors looking for diversification in their portfolios.
• Financial advisors seeking investment options for their clients.

DTSVX Financials

DTSVX Latest News

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DTSVX Analyst Consensus

DTSVX MoonshotScore

Wilshire Small Company Value Portfolio Investment Class Shares Financials Stock: Key Questions Answered

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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