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Wasatch Small Cap Value Fund (WMCVX)

US Funds

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10.12 +0.14 +1.40%

24/06 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 481.5M

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.

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Rating

1-Year Change8%

Prev. Close9.98

Risk Rating

TTM Yield0%

ROE20%

IssuerWasatch

Turnover65%

ROA8.28%

Inception Date35781

Total Assets481.5M

Expenses1.17%

Min. Investment2,000

Market Cap3.87B

CategorySmall Blend

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1077	981	1129	1516	1235	2692
Fund Return	7.7%	-1.93%	12.88%	14.86%	4.31%	10.41%
Place in category	573	606	582	439	492	246
% in Category	90	97	94	76	90	59

Top Equity Funds by Wasatch

Name	Total Assets	YTD%	3Y%	10Y%
Wasatch Core Growth Institutional	1.7B	2.12	9.83	10.92
Wasatch Core Growth	1.15B	2.05	9.71	10.78
Wasatch Small Cap Value Fund Instit	892.82M	7.70	15.01	10.55
Wasatch Small Cap Growth Institutio	587.2M	-2.12	6.66	9.12
Wasatch Small Cap Growth Investor	548.22M	-2.17	6.56	8.99

Top Funds for Small Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Index Adm	64.52B	14.23	18.65	11.39
Fidelity Small Cap Index Instl Pre	32.56B	18.20	20.38	11.34
Vanguard Small Cap Index I	23.58B	14.23	18.66	11.40
DFA US Small Cap I	19.66B	13.73	17.75	10.97
Vanguard Small Cap Index InstlPlus	15.51B	14.24	18.67	11.41

Top Holdings

Name	ISIN	Weight %	Last	Change %
Kadant	-	2.97	318.81	+3.38%
Bank Ozk	-	2.86	51.85	+1.75%
Allison Transmission	-	2.81	125.13	+4.55%
Medpace Holdings	-	2.71	531.52	+3.65%
Moelis & Co	-	2.70	66.06	+1.40%

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.	10.12	+0.14	+1.40%
	RSE	2.000	0.000	0.00%