Wilshire Small Company Value Investment (DTSVX)

Overview

The described fund is a specialised investment vehicle that dedicates the majority of its assets to acquiring common stock in companies characterized by smaller market capitalizations. Its focus primarily aligns with the range of businesses that are included within the Russell 2000® Value Index. This investment strategy is distinguished by a preference for companies that exhibit relatively low price-to-book value ratios, low price-to-earnings ratios, and reasonably high dividend yields, noting that dividend yields for smaller companies usually fall below those of larger counterparts. Through this approach, the fund seeks to identify and capitalize on the value and potential growth opportunities offered by these smaller companies.

Products and Services

• Common Stock Investments in Small-Cap Companies

  This product focuses on investing in the common stock of small-cap companies, primarily those that fit within the criteria of the Russell 2000® Value Index. By targeting companies with smaller market capitalizations, the fund aims to exploit the growth potential and value opportunities that these entities might present. The investment strategy is tailored towards companies demonstrating favorable financial ratios, such as low price-to-book and price-to-earnings ratios, alongside attractive dividend yields, albeit generally lower than those found in larger companies.