Institutional

Fact Sheet

Last updated: October 15, 2026

Students work on two funds, a small-cap value fund and a large-cap value fund. This Fact Sheet reviews various statistics for the combined fund, which has a 50/50 benchmark split between the Russell 2000 Value and the Russell 1000 Value indices.

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Wisconsin Value Fund

A student-managed investment fund at the University of Wisconsin-Milwaukee.

The Wisconsin Value Fund is not a legal fund or investment company. It is an investment strategy. Information on this site is for informational purposes only and is not investment advice or an offer to sell or a solicitation to buy any security. The strategy may be made available to suitable investors.

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