Small Pany Growth Fund Quote
| DTSGX Fund | USD 16.19 0.33 2.00% |
PerformanceVery Weak
| Odds Of DistressLow
|
Small Company is trading at 16.19 as of the 1st of March 2025; that is 2 percent down since the beginning of the trading day. The fund's open price was 16.52. Small Company has about a 24 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 1st of December 2024 and ending today, the 1st of March 2025. Click here to learn more.
The fund invests substantially all of its assets in the common stock of companies with smaller market capitalizationsgenerally within the range of companies comprising the Russell 2000 Growth Index. The fund invests in companies that historically have above average earnings or above average sales growth and retention of earnings, often such companies have above average price to earnings ratios.. More on Small Pany Growth
Moving together with Small Mutual Fund
Small Mutual Fund Highlights
| Fund Concentration | Wilshire Mutual Funds, Large Funds, Small Growth Funds, Small Growth, Wilshire Mutual Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | December |
Small Pany Growth [DTSGX] is traded in USA and was established 1st of March 2025. Small Company is listed under Wilshire Mutual Funds category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Wilshire Mutual Funds family. This fund currently has accumulated 26.7 M in assets under management (AUM) with minimum initial investment of 2.5 K. Small Pany Growth is currently producing year-to-date (YTD) return of 3.36%, while the total return for the last 3 years was -0.04%.
Check Small Company Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Small Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Small Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Small Pany Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Small Pany Growth Mutual Fund Constituents
| MGNI | Magnite | Stock | Communication Services | |
| SAIA | Saia Inc | Stock | Industrials | |
| MEDP | Medpace Holdings | Stock | Health Care | |
| SUPN | Supernus Pharmaceuticals | Stock | Health Care | |
| GO | Grocery Outlet Holding | Stock | Consumer Staples | |
| PBH | Prestige Brand Holdings | Stock | Health Care | |
| MMS | Maximus | Stock | Industrials | |
| QLYS | Qualys Inc | Stock | Information Technology |
Small Pany Growth Risk Profiles
| Mean Deviation | 0.9175 | |||
| Standard Deviation | 1.19 | |||
| Variance | 1.42 | |||
| Risk Adjusted Performance | (0.07) |
Small Company Against Markets
Other Information on Investing in Small Mutual Fund
Small Company financial ratios help investors to determine whether Small Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Small with respect to the benefits of owning Small Company security.
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