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Wasatch Small Cap Value Fund (WMCVX)

US Funds

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9.32 +0.39 +4.37%

12/05 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 508.34M

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 Change - 17.24%

Prev. Close8.93

Risk Rating

TTM Yield0.07%

ROE20.91%

IssuerWasatch

Turnover69%

ROA8.12%

Inception Date35781

Total Assets508.34M

Expenses1.18%

Min. Investment2,000

Market Cap3.37B

CategorySmall Blend

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	863	839	978	1203	1933	2143
Fund Return	-13.68%	-16.14%	-2.23%	6.37%	14.09%	7.92%
Place in category	565	580	420	97	69	56
% in Category	90	92	71	17	14	16

Top Equity Funds by Wasatch

Name	Total Assets	YTD%	3Y%	10Y%
Wasatch Core Growth Institutional	2.41B	-11.25	6.93	10.51
Wasatch Core Growth	1.87B	-11.28	6.79	10.37
Wasatch Small Cap Growth Institutio	1.07B	-13.40	0.66	-
Wasatch Small Cap Value Fund Instit	967.31M	-13.70	6.45	8.05
Wasatch Small Cap Growth Investor	733.93M	-13.42	0.56	7.96

Top Funds for Small Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Index Adm	51.76B	-9.67	5.12	7.67
Fidelity Small Cap Index Instl Pre	23.69B	-11.52	3.43	6.47
Vanguard Small Cap Index I	20.63B	-9.67	5.13	7.68
DFA US Small Cap I	15.21B	-10.39	5.33	7.43
Vanguard Small Cap Index InstlPlus	11.53B	-9.67	5.14	7.69

Top Holdings

Name	ISIN	Weight %	Last	Change %
Valvoline	US92047W1018	2.96	34.98	+6.00%
National Storage Affiliates Trust	US6378701063	2.82	36.29	-0.96%
Kadant	US48282T1043	2.62	320.22	+5.61%
Ollie's Bargain Outlet	US6811161099	2.41	113.91	+7.29%
Bank Ozk	US06417N1037	2.41	46.31	+3.81%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Wasatch Small Cap.	9.32	+0.39	+4.37%