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Wasatch Small Cap Value Fund Institutional Class Shares (0P0000UQTD)

US Funds

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9.030 -0.190 -2.06%

28/03 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 967.75M

Type: Fund

Market: United States

Issuer: Wasatch

Asset Class: Equity

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0P0000UQTD Overview

Find basic information about the Wasatch Small Cap Value Fund Institutional Class Shares 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 0P0000UQTD 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 - 16.64%

Prev. Close9.22

Risk Rating

TTM Yield0.17%

ROE19.22%

IssuerWasatch

Turnover69%

ROA7.75%

Inception DateJan 31, 2012

Total Assets967.75M

Expenses1.06%

Min. Investment100,000

Market Cap3.68B

CategorySmall Blend

What is your sentiment on Wasatch Small Cap Value Fund Institutional Class S?

Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	970	886	1043	1235	1844	2418
Fund Return	-3%	-11.38%	4.32%	7.29%	13.01%	9.23%
Place in category	500	565	449	54	90	35
% in Category	76	89	75	10	17	10

Top Equity Funds by Wasatch

Name	Total Assets	YTD%	3Y%	10Y%
Wasatch Core Growth Institutional	2.43B	-1.27	6.39	11.65
Wasatch Core Growth	1.86B	-1.29	6.27	11.51
Wasatch Small Cap Growth Institutio	1.05B	-4.69	-0.91	-
Wasatch Small Cap Growth Investor	749.15M	-4.71	-1.02	8.74
Wasatch Ultra Growth	483.88M	-2.82	-3.91	11.19

Top Funds for Small Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Index Adm	55.54B	-1.14	5.79	8.59
Fidelity Small Cap Index Instl Pre	25.76B	-2.85	3.49	7.38
Vanguard Small Cap Index I	21.96B	-1.13	5.81	8.60
DFA US Small Cap I	14.99B	-1.96	5.79	8.33
Vanguard Small Cap Index InstlPlus	12.31B	-1.13	5.81	8.61

Top Holdings

Name	ISIN	Weight %	Last	Change %
Kadant	US48282T1043	2.72	335.95	-4.34%
National Storage Affiliates Trust	US6378701063	2.66	38.71	+1.10%
Bank Ozk	US06417N1037	2.53	43.73	-2.76%
Pinnacle	US72346Q1040	2.50	105.06	-2.17%
Euronet	US2987361092	2.48	107.13	-2.66%

Technical Summary

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

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Recent Quotes

Name	Price	Chg.	Chg. %
Wasatch Small Cap.	9.030	-0.190	-2.06%
UBAM - Global Hig.	153.990	-0.430	-0.28%
AB FCP I Americ.	47.250	-1.230	-2.54%