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Wasatch Micro Cap Value (WAMVX)


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Wasatch Micro Cap Value

Wasatch Funds Trust150 Social Hall Avenue 4th FloorSalt Lake City, UT 84111
800-551-1700
Management Information
Brian A. Bythrow,Lead Manager since July 27, 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.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategorySmall Growth
Fund FamilyWasatch
Net Assets191.78M
YTD Return6.48%
Yield0.06%
Morningstar Rating★★★★
Inception DateJul 27, 2003

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover73.00%
Average for CategoryN/A

Fees & Expenses

ExpenseWAMVXCategory Average
Annual Report Expense Ratio (net)1.95%1.28%
Prospectus Net Expense Ratio1.84%N/A
Prospectus Gross Expense Ratio1.84%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.45%
Max Deferred Sales LoadN/A1.76%
3 Yr Expense Projection579N/A
5 Yr Expense Projection996N/A
10 Yr Expense Projection2,158N/A