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    Wasatch Micro Cap Value (WAMVX)

    3.02 0.00(0.00%) Apr 24

    Profile as of Mar 30, 2015Get Profile for:
    Wasatch Micro Cap Value
    Wasatch Funds Trust150 Social Hall Avenue 4th FloorSalt Lake City, UT 84111
    Phone: 800-551-1700
    Fund Overview 
    Category:Small Growth
    Fund Family:Wasatch
    Net Assets:159.63M
    Year-to-Date Return:5.78%
    Morningstar Rating:4 stars
    Fund Inception Date:Jul 28, 2003
    Morningstar Style Box 
    Small Growth
    [View Category Definition]
    View Top Small Growth Funds
    About the Morningstar Style Box
    Management Information 
    Brian A. Bythrow
    Lead Manager since Jul 28, 2003
    Bythrow is a portfolio manager for Wasatch Advisors, his employer since 2003. From 1998 to 2003, Bythrow worked in Indiana as a portfolio manager for the Monogram Special Equity Fund. Earlier, he was an Equity Analyst with Parkstone Funds and a Credit Analyst with Shoreline Bank. Bythrow served in the US Air Force for five years, rising to the rank of Captain. He earned a Master of Business Administration from California State University, Sacramento and a Bachelor of Science in Social Sciences from the United States Air Force Academy.
    Investment Information 
    Min Initial Investment:2,000
    Min Initial Investment, IRA:2,000
    Min Initial Investment, AIP:1,000
    Min Subsequent Investment:100
    Min Subsequent Investment, IRA:100
    Min Subsequent Investment, AIP:50
    WAMVX can be purchased from 101 brokerages.

    Fund Summary 
    The investment seeks long-term growth of capital. The fund invests primarily in micro cap companies. It will invest at least 80% of the fund's net assets in the equity securities of micro-capitalization companies. The fund's managers consider a company to be a micro-capitalization company if its market capitalization, at the time of purchase, is less than the larger of $1.5 billion or the market capitalization of the largest company in the Russell Microcap Index as of its most recent reconstitution date. The fund may invest up to 30% of its total assets at the time of purchase in securities issued by foreign companies in developed or emerging markets.

    Fund Operations 
    Last Dividend : 0.00
    Last Cap Gain (Dec 28, 2014) : 0.00
    Annual Holdings Turnover (Apr 22, 2015) : N/A
    Average for Category:74.90%
    Fees & Expenses 
    ExpenseWAMVXCategory Avg
    Annual Report Expense Ratio (net):2.03%1.36%
    Prospectus Net Expense Ratio:1.95%N/A
    Prospectus Gross Expense Ratio:2.02%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.48%
    Max Deferred Sales Load: N/A2.17%
    3 Yr Expense Projection*:627563
    5 Yr Expense Projection*:1,082911
    10 Yr Expense Projection*:2,3431,883
    * Per $10,000 invested