Wilshire Small Company Value Portfolio Investment Class Shares (DTSVX) Research

The primary objective of this fund is to achieve capital appreciation. It predominantly invests its assets in the common shares of companies characterized by smaller market capitalizations, typically falling within the range of businesses included in the Russell 2000® Value Index. The fund generally seeks out companies that exhibit attractive valuation metrics, specifically those with lower price-to-book and price-to-earnings ratios, combined with relatively high dividend yields (though it acknowledges that dividend yields for smaller companies are generally less substantial than those from larger corporations).

Market snapshot

Symbol
DTSVX
Price
$30.27
Day change
+1.37%
Market cap
$24.8M
52-week range
24.44-30.5
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Tradr 2X Long ACHR Daily ETF (ARCX)
  • Wilshire Small Company Growth Portfolio Investment Class Shares (DTSGX)
  • Gabelli Dividend Growth AAA (GABBX)
  • Harbor Convertible Securities Fd Investor Class (HICSX)
  • Hennessy Technology Fd Inv Cl (HTECX)
  • Intl Developed Power Buffer ETF (IMAY)
  • Lazard Opportunistic Strategies Portfolio Open Shares (LCAOX)
  • Rice Hall James Micro Cap Instl (RHJSX)

Open Wilshire Small Company Value Portfolio Investment Class Shares (DTSVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.