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 Dow Down 0.19% Nasdaq Up 0.45%

Wasatch Micro Cap (WMICX)

7.69 Up 0.08(1.05%) Jul 30
Prev Close:7.61
YTD Return*:-0.12%
Net Assets*:330.71M
Yield*:N/A

* As of 30-Jun-14

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

Headlines

  • No Headlines available for WMICX at this time.

Top Holdings

Symbol% AssetsYTD Return %
ENV2.3421.29
ININ2.24-16.79
ENSG2.2033.73
CRVL2.04-1.46
ICLR.IR1.9918.79

Fund Basics

Morningstar Overall Rating:
Total Assets:330.71M
Category:Small Growth
Annual Report Expense Ratio (net):2.13%

Performance & Risk

YTD Return:-0.12%
5y Avg Return:19.24%
Rank in Category (ytd):69
% Rank in Category (ytd):9.36%
Beta (3y):1.16
Morningstar Risk Rating:3

Fund Summary

The investment seeks long-term growth of capital; income is a secondary consideration. The fund 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. It 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. The fund may invest a large percentage of its assets in a few sectors, including information technology, health care, industrials, financials and consumer discretionary. View More
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