Wasatch Micro Cap Value (WAMVX)
* As of 30-Apr-16
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.96%|
Performance & Risk
|5y Avg Return:||8.93%|
|Rank in Category (ytd):||29|
|% Rank in Category (ytd):||3.89%|
|Morningstar Risk Rating:||2|
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