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Wasatch Micro Cap Value (WAMVX)

2.97 Up 0.02(0.68%) Oct 20
Prev Close:2.95
YTD Return*:-6.50%
Net Assets*:168.42M
Yield*:N/A

* As of 30-Sep-14

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

Headlines

  • No Headlines available for WAMVX at this time.

Top Holdings

Symbol% AssetsYTD Return %
THRM2.0048.38
SAIA1.8451.42
CSTE1.801.21
HZNP1.6864.83
DXPE1.60-37.58

Fund Basics

Morningstar Overall Rating:
Total Assets:168.42M
Category:Small Growth
Annual Report Expense Ratio (net):2.25%

Performance & Risk

YTD Return:-6.50%
5y Avg Return:13.40%
Rank in Category (ytd):71
% Rank in Category (ytd):9.63%
Beta (3y):1.13
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 in the equity securities of micro cap companies with market capitalizations of less than $1 billion at the time of purchase. Equity securities include common stock, preferred stock and securities convertible into common stock, warrants and rights, and other securities with equity characteristics. 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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