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

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10.060 +0.010    +0.10%
20/12 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 1.01B
Type:  Fund
Market:  United States
Issuer:  Wasatch
Asset Class:  Equity
Wasatch Small Cap Value Fund Institutional Class S 10.060 +0.010 +0.10%

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 - 3.08%
Prev. Close10.05
Risk Rating
TTM Yield0%
ROE20.04%
IssuerWasatch
Turnover69%
ROA7.76%
Inception DateJan 31, 2012
Total Assets1.01B
Expenses1.06%
Min. Investment100,000
Market Cap3.79B
CategorySmall Blend
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Performance

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Condition

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1225 1084 1397 1312 1834 2922
Fund Return 22.49% 8.37% 39.67% 9.47% 12.89% 11.32%
Place in category 137 407 56 80 86 20
% in Category 22 65 8 14 17 6

Top Equity Funds by Wasatch

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wasatch Core Growth Institutional 2.7B 24.05 5.76 13.38
  Wasatch Core Growth 2.12B 23.93 5.63 13.24
  Wasatch Small Cap Growth Institutio 1.29B 23.28 -3.39 -
  Wasatch Small Cap Growth Investor 905.34M 23.18 -3.48 10.82
  Wasatch Ultra Growth 627.21M 19.25 -4.98 13.63

Top Funds for Small Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Small Cap Index Adm 61.56B 23.28 7.50 10.06
  Fidelity Small Cap Index Instl Pre 29.53B 21.69 5.11 9.20
  Vanguard Small Cap Index I 24.71B 23.28 7.51 10.07
  DFA US Small Cap I 16.47B 20.81 8.80 9.91
  Vanguard Small Cap Index InstlPlus 13.1B 23.30 7.52 10.09

Top Holdings

Name ISIN Weight % Last Change %
  National Storage Affiliates Trust US6378701063 3.07 37.90 +0.16%
  Kadant US48282T1043 2.68 348.93 +0.54%
  Artisan Partners AM US04316A1088 2.62 43.91 +0.39%
  Ufp Industries US90278Q1085 2.61 112.97 -0.48%
  Pinnacle US72346Q1040 2.56 113.67 +1.27%

Technical Summary

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