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Wasatch Small Cap Value Fund (WMCVX)

US Funds

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10.18 -0.03 -0.29%

07:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 603.84M

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 Change0.1%

Prev. Close10.21

Risk Rating

TTM Yield0.06%

ROE20.04%

IssuerWasatch

Turnover69%

ROA7.76%

Inception Date35781

Total Assets603.84M

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	1118	976	1118	1155	1629	2612
Fund Return	11.82%	-2.38%	11.82%	4.91%	10.25%	10.08%
Place in category	229	553	229	83	116	25
% in Category	37	87	37	15	22	8

Top Equity Funds by Wasatch

Name	Total Assets	YTD%	3Y%	10Y%
Wasatch Core Growth Institutional	2.83B	13.31	1.59	12.36
Wasatch Core Growth	2.2B	13.19	1.46	12.22
Wasatch Small Cap Growth Institutio	1.29B	15.63	-5.68	-
Wasatch Small Cap Value Fund Instit	1.06B	11.91	5.02	10.22
Wasatch Small Cap Growth Investor	920.82M	15.50	-5.78	9.93

Top Funds for Small Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Index Adm	56.8B	14.23	3.61	9.09
Fidelity Small Cap Index Instl Pre	27.09B	11.69	1.41	7.96
Vanguard Small Cap Index I	22.52B	14.23	3.63	9.10
DFA US Small Cap I	16.43B	11.49	4.29	8.78
Vanguard Small Cap Index InstlPlus	12.32B	14.25	3.63	9.11

Top Holdings

Name	ISIN	Weight %	Last	Change %
National Storage Affiliates Trust	US6378701063	3.07	37.45	+1.08%
Kadant	US48282T1043	2.68	376.21	+0.86%
Artisan Partners AM	US04316A1088	2.62	44.61	+1.23%
Ufp Industries	US90278Q1085	2.61	118.32	+2.19%
Pinnacle	US72346Q1040	2.56	125.93	+0.34%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Sell	Sell	Neutral
Technical Indicators	Strong Buy	Strong Sell	BUY
Summary	Strong Sell	Strong Sell	Neutral

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Wasatch Small Cap.	10.18	-0.03	-0.29%