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Wasatch Small Cap Value Institutional (WICVX)
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10.40 - YTD Return 6.76%
- Expense Ratio 1.18%
- Category Small Blend
- Last Cap Gain 18.00
- Morningstar Rating
- Morningstar Risk Rating --
- Sustainability Rating
- Net Assets 1.54B
- Beta (5Y Monthly) 1.16
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 61.00%
- Last Dividend 0.01
- Inception Date Dec 17, 1997
The fund invests primarily in small companies. It will invest at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities, typically common stock, of small-capitalization companies. The fund may invest up to 20% of its total assets at the time of purchase in securities issued by foreign companies (companies that are incorporated in any country outside the United States and whose securities principally trade outside the United States).
Wasatch
Fund Family
Small Blend
Fund Category
1.54B
Net Assets
1997-12-17
Inception Date
Performance Overview: WICVX
Trailing returns as of 4/25/2024. Category is Small Blend.
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Holdings: WICVX
Top 10 Holdings (26.68% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorWICVX
Financial Services 23.39%
Consumer Cyclical 15.95%
Technology 14.61%
Healthcare 12.63%
Industrials 9.94%
Energy 7.63%
Basic Materials 5.87%
Consumer Defensive 5.59%
Real Estate 4.39%
Communication Services 0.00%
Utilities 0.00%
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