Wilshire Small Company Growth Portfolio (WSMGX) Fund Overview

Wilshire Small Company Growth Portfolio (WSMGX) Financial Services Profile

Wilshire Small Company Growth Portfolio (WSMGX) is an asset management fund targeting small-capitalization growth stocks, primarily within the Russell 2000® Growth Index. The fund seeks companies with historically above-average earnings or sales growth, often characterized by higher price-to-earnings ratios, to deliver capital appreciation for its investors.

What Is the Investment Thesis for WSMGX?

The Wilshire Small Company Growth Portfolio (WSMGX) presents an investment opportunity for those seeking exposure to high-growth small-cap companies. With a beta of 1.33, the fund demonstrates higher volatility compared to the broader market, potentially offering enhanced returns during favorable market conditions. The fund's strategy of targeting companies with above-average earnings and sales growth, combined with its focus on the Russell 2000® Growth Index, positions it to benefit from the growth potential of the small-cap segment. However, the fund's lack of dividend yield may deter income-seeking investors. The fund's success hinges on the continued growth and profitability of its portfolio companies, as well as the ability of the management team to effectively navigate market fluctuations and identify promising investment opportunities. The pending AI analysis could provide further insights into the fund's potential performance and risk profile.

Based on FMP financials and quantitative analysis

WSMGX Key Highlights

WSMGX focuses on small-cap companies within the Russell 2000® Growth Index, offering exposure to a high-growth segment of the market.

• The fund targets companies with above-average earnings growth, sales growth, and retention of earnings, seeking to capitalize on their growth potential.
• With a market cap of $0.02 billion, WSMGX is a relatively small fund, potentially offering agility in its investment strategy.
• The fund has a beta of 1.33, indicating higher volatility compared to the broader market.
• WSMGX does not offer a dividend yield, focusing instead on capital appreciation.

Who Are WSMGX's Competitors?

WSMGX 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 WSMGX's Key Strengths?

Focus on high-growth small-cap companies.

• Experienced management team.
• Access to Wilshire Associates' research.
• Active management approach.

What Are WSMGX's Weaknesses?

Small market capitalization.

• Lack of dividend yield.
• Higher volatility compared to the broader market.
• Dependence on the performance of small-cap stocks.

What Are the Key Risks for WSMGX?

Economic slowdown impacting small-cap companies.

• Market volatility affecting the fund's performance.
• Increased competition from other asset managers.
• Changes in investor sentiment towards growth stocks.
• Regulatory changes impacting the asset management industry.

What Are WSMGX's Competitive Advantages?

• Established track record in managing small-cap growth portfolios.
• Experienced investment team with expertise in fundamental research.
• Access to Wilshire Associates' research and resources.
• Focus on a specific niche within the asset management industry.

What Does WSMGX Do?

Wilshire Small Company Growth Portfolio (WSMGX) is a fund managed by Wilshire Associates, a firm with a long history in investment management and consulting. The fund is designed to provide investors with exposure to the small-cap growth segment of the U.S. equity market. WSMGX focuses on identifying and investing in companies with smaller market capitalizations, generally those included in the Russell 2000® Growth Index. The fund's investment strategy centers on selecting companies that have demonstrated above-average earnings growth, sales growth, and retention of earnings. These companies often exhibit higher price-to-earnings ratios, reflecting their growth potential. WSMGX aims to achieve long-term capital appreciation by investing substantially all of its assets in the common stock of these selected companies. The fund's investment decisions are guided by fundamental research and analysis, seeking to identify companies with sustainable competitive advantages and strong growth prospects. The portfolio is actively managed, with the investment team continuously monitoring the holdings and making adjustments based on market conditions and company-specific developments. The fund is available to investors seeking exposure to the dynamic and potentially high-growth small-cap segment, offering diversification and professional management.

What Products and Services Does WSMGX Offer?

• Invests in common stock of small-cap companies.
• Targets companies within the Russell 2000® Growth Index.
• Focuses on companies with above-average earnings or sales growth.
• Seeks companies with high price-to-earnings ratios.
• Aims for long-term capital appreciation.
• Actively manages the portfolio based on market conditions.

How Does WSMGX Make Money?

• Generates revenue through management fees charged on assets under management (AUM).
• Aims to increase AUM by attracting new investors and generating positive investment returns.
• Employs a team of investment professionals to research and select securities.

What Industry Does WSMGX Operate In?

The asset management industry is highly competitive, with numerous firms offering a wide range of investment products and services. WSMGX operates within this landscape, focusing specifically on small-cap growth stocks. The small-cap segment can offer higher growth potential compared to larger, more established companies, but it also comes with increased volatility and risk. The Russell 2000® Growth Index serves as a benchmark for WSMGX, reflecting the performance of small-cap growth stocks. The fund competes with other asset managers offering similar investment strategies, such as ARCX, DTSGX, DTSVX, GABBX, and HICSX.

Who Are WSMGX's Key Customers?

• Individual investors seeking exposure to small-cap growth stocks.
• Institutional investors, such as pension funds and endowments.
• Financial advisors who recommend the fund to their clients.

WSMGX Financials

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WSMGX Analyst Consensus

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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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