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Wasatch Micro Cap Value (WAMVX)

2.64 Up 0.02(0.76%) May 27
Prev Close:2.62
YTD Return*:-1.51%
Net Assets*:171.27M
Yield*:N/A

* As of 30-Apr-16

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
FN1.49N/A
LGIH1.32N/A
EBIX1.25N/A
AFH1.23N/A
CHEF1.15N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:171.27M
Category:Small Growth
Annual Report Expense Ratio (net):1.96%

Performance & Risk

YTD Return:-1.51%
5y Avg Return:8.93%
Rank in Category (ytd):29
% Rank in Category (ytd):3.89%
Beta (3y):0.85
Morningstar Risk Rating:2

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 (plus borrowings for investment purposes) in the equity securities of micro-capitalization companies. The adviser considers 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. 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. View More
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