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Wilshire Small Company Growth Portfolio Investment Class Shares (DTSGX) focuses on investing in small-cap growth companies primarily in the U.S. market, leveraging a diversified portfolio to capitalize on high-growth sectors. The fund's competitive position is strengthened by its rigorous research methodology and a focus on companies with strong growth potential and robust financial metrics.
DTSGX generates revenue primarily through management fees based on the total assets under management. The fund's strategy focuses on identifying small-cap companies with high growth potential, allowing it to charge competitive fees while benefiting from economies of scale as AUM increases.
Changes in AUM driven by market performance and investor inflows
Performance of small-cap growth stocks relative to large-cap stocks
Interest rate changes affecting investor appetite for equities
Economic growth indicators impacting small-cap company performance
Regulatory changes impacting asset management fees and structures
Market volatility affecting small-cap stock valuations
Increased competition from passive investment vehicles and ETFs
Pressure on fees from larger asset management firms
Low net margin (0.7%) indicating potential vulnerability to operational cost increases
High debt/equity ratio (1.09) may limit financial flexibility
high - The fund's performance is closely tied to economic cycles, as small-cap companies typically perform better during periods of economic expansion.
Rising interest rates can dampen equity market performance, affecting investor sentiment and potentially leading to reduced inflows into the fund.
minimal
growth - The fund appeals to investors seeking capital appreciation through exposure to high-growth small-cap stocks.
moderate - The fund's historical volatility is reflective of the small-cap equity market, which tends to be more volatile than large-cap stocks.