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Wilshire Small Company Value Instl (WSMVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.80+0.29 (+1.09%)
As of 08:06AM EDT. Market open.

Overall portfolio composition (%)

Cash1.55%
Stocks98.44%
Bonds0.00%
Others0.00%
Preferred0.00%
Convertible0.00%

Sector weightings (%)

Sector(s)
WSMVX
Basic materials
6.37%
Consumer cyclical
12.17%
Financial services
27.46%
Property
7.62%
Consumer defensive
4.11%
Healthcare
4.67%
Utilities
2.68%
Communication services
0.55%
Energy
8.96%
Industrials
18.09%
Technology
7.33%

Equity holdings

AverageWSMVXCategory average
Price/Earnings0.0815.82
Price/book0.741.72
Price/sales1.051.02
Price/Cash flow0.158.73
Median market cap1,921.033,832.75
3-year earnings growth17.139.83

Bond holdings

AverageWSMVXCategory average
MaturityN/A1.69
DurationN/A2.05
Credit qualityN/AN/A

Bond ratings

Sector(s)WSMVX
US government0.00%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A

Top 10 holdings (11.43% of total assets)

Get quotes for top holdings
NameSymbol% assets
Red Rock Resorts Inc Class ARRR1.63%
Mr. Cooper Group IncCOOP1.48%
First Advantage CorpFA1.19%
Ashland IncASH1.15%
Civitas Resources Inc Ordinary SharesCIVI1.11%
FTAI Aviation LtdFTAI1.05%
Live Oak Bancshares IncLOB0.99%
Bank OZKOZK0.96%
Allegiant Travel CoALGT0.95%
Triumph Financial IncTFIN0.91%