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WSMVX Wilshire Small Company Value Instl

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Fund WSMVX Wilshire Small Company Value Instl XSLV PowerShares S&P SmallCap Low Volatil ETF  
100% 94%
Annual Fees
(1.25% Exp. Ratio)
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$35,720.16 $48,326.73
Est. savings over 30 yrs +$12,606.57
As of 9/30/16
1 YR RETURN 18.14%
3 YR 8.79%
5 YR 17.60%
10 YR 7.04%
1 YR RETURN 22.42%
3 YR 12.95%
5 YR --
10 YR --
The investment seeks to provide investment results of a portfolio of publicly traded common stocks of companies in the applicable sub-category of the Wilshire 5000 IndexSM. The fund invests substantially all of its assets in the common stock of companies with smaller market capitalizations-which is generally less than $4 billion at the time of purchase. It invests, generally, in companies with relatively low price to book value ratios, low price to earnings ratios and relatively high dividend yields (dividend yields for small companies are generally less than those of large companies).
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P SmallCap 600® Low Volatility Index. The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. Strictly in accordance with its procedures and mandated guidelines, S&P DJI selects for inclusion in the underlying index the 120 securities that it has determined have the lowest volatility over the past 12 months out of the 600 small capitalization range securities that are contained in the S&P SmallCap 600® Index. It is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Yes, funds and ETFs charge fees

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