Small Company Financials
| DTSVX Fund | USD 25.96 0.26 0.99% |
Small |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Small Company Fund Summary
Small Company competes with Small Company, Large Company, Wilshire Large, Small Pany, and Wilshire 5000. The fund invests substantially all of its assets in the common stock of companies with smaller market capitalizations-generally within the range of companies comprising the Russell 2000 Value Index. It invests, generally, in companies with relatively low price to book value ratios, relatively low price to earnings ratios and relatively high dividend yields .Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Wilshire Mutual Funds |
| Mutual Fund Family | Wilshire Mutual Funds |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 866 591 1568 |
| Currency | USD - US Dollar |
Small Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Small Company's current stock value. Our valuation model uses many indicators to compare Small Company value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Small Company competition to find correlations between indicators driving Small Company's intrinsic value. More Info.Small Pany Value is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.07 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Small Pany Value is roughly 13.51 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Small Company's earnings, one of the primary drivers of an investment's value.Small Pany Value Systematic Risk
Small Company's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Small Company volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Small Pany Value correlated with the market. If Beta is less than 0 Small Company generally moves in the opposite direction as compared to the market. If Small Company Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Small Pany Value is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Small Company is generally in the same direction as the market. If Beta > 1 Small Company moves generally in the same direction as, but more than the movement of the benchmark.
Small Company February 3, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Small Company help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Small Pany Value. We use our internally-developed statistical techniques to arrive at the intrinsic value of Small Pany Value based on widely used predictive technical indicators. In general, we focus on analyzing Small Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Small Company's daily price indicators and compare them against related drivers.
| Information Ratio | (0.07) | |||
| Maximum Drawdown | 14.53 | |||
| Value At Risk | (1.50) | |||
| Potential Upside | 1.76 |
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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