Small Pany is trading at 27.83 as of the 30th of October 2025; that is 1.42 percent down since the beginning of the trading day. The fund's open price was 28.23. Small Pany has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 30th of September 2025 and ending today, the 30th of October 2025. Click here to learn more.
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 .. More on Small Pany Value
Small Pany Value [WSMVX] is traded in USA and was established 30th of October 2025. Small Pany is listed under Wilshire Mutual Funds category by Fama And French industry classification. The fund is listed under Small Value category and is part of Wilshire Mutual Funds family. This fund at this time has accumulated 25.94 M in net assets with no minimum investment requirementsSmall Pany Value is currently producing year-to-date (YTD) return of 2.41% with the current yeild of 0.01%, while the total return for the last 3 years was 9.39%.
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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 Value 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.
Other Information on Investing in Small Mutual Fund
Small Pany 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 Pany security.