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Wasatch Small Cap Value Fund (WMCVX)

US Funds

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12.66 +0.18 +1.44%

25/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 652.12M

Type: Fund

Market: United States

Issuer: Wasatch

Asset Class: Equity

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WMCVX Overview

Find basic information about the Wasatch Small Cap Value Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add WMCVX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US9367932079)

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Technical Chart

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Rating

1-Year Change33.91%

Prev. Close12.48

Risk Rating

TTM Yield0%

ROE20.04%

IssuerWasatch

Turnover32%

ROA7.76%

Inception Date35781

Total Assets652.12M

Expenses1.18%

Min. Investment2,000

Market Cap3.79B

CategorySmall Blend

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1114	968	1384	1169	1715	2603
Fund Return	11.43%	-3.22%	38.42%	5.35%	11.39%	10.04%
Place in category	141	430	44	71	96	18
% in Category	24	72	8	14	19	5

Top Equity Funds by Wasatch

Name	Total Assets	YTD%	3Y%	10Y%
Wasatch Core Growth Institutional	2.97B	12.13	1.13	12.46
Wasatch Core Growth	2.31B	12.03	1.00	12.32
Wasatch Small Cap Growth Institutio	1.38B	9.52	-9.71	-
Wasatch Small Cap Value Fund Instit	1.12B	11.49	5.43	10.18
Wasatch Small Cap Growth Investor	952.36M	9.42	-9.81	9.61

Top Funds for Small Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Index Adm	55.85B	11.56	2.46	9.08
Fidelity Small Cap Index Instl Pre	26.87B	9.65	0.09	8.08
Vanguard Small Cap Index I	22.74B	11.56	2.47	9.09
DFA US Small Cap I	17.71B	9.31	4.54	8.85
Vanguard Small Cap Index InstlPlus	11.6B	11.58	2.48	9.10

Top Holdings

Name	ISIN	Weight %	Last	Change %
National Storage Affiliates Trust	US6378701063	3.07	45.08	-0.13%
Kadant	US48282T1043	2.68	422.93	+1.02%
Artisan Partners AM	US04316A1088	2.62	48.36	+0.88%
Ufp Industries	US90278Q1085	2.61	137.53	-1.07%
Pinnacle	US72346Q1040	2.56	128.25	-1.25%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Wasatch Small Cap.	12.66	+0.18	+1.44%