Wasatch Micro Cap Value Fund WAMVX Strategy
Strategy
The investment seeks long-term growth of capital. The fund invests primarily in micro cap companies. It will invest at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities, typically common stock, of micro-capitalization companies. The adviser considers a company to be a micro-capitalization company if its market capitalization, at the time of purchase, is less than the larger of $1.5 billion or the market capitalization of the largest company in the Russell Microcap® Index. It may invest up to 30% of its total assets at the time of purchase in securities issued by foreign companies.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
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Minimum Initial Investment
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1-Year Net Flow
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WAMVX
| Wasatch Micro Cap Value Fund | No Load | Open | $281.29M | 1.680% | High | $2,000 | −$42.06M | |||
WGMVX
| Wasatch Micro Cap Value Fund Institutional Class Shares | Institutional | Open | $67.33M | 1.600% | High | $100,000 | −$7.22M |