Wasatch Micro Cap Value Institutional holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Wasatch Micro Cap Value Fund Institutional Class Shares WGMVX
- NAV / 1-Day Return 4.87 / +0.83 %
- Total Assets 365.4M
-
Adj. Expense Ratio
1.600%
- Expense Ratio 1.600%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.00
- Turnover 69%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:07 AM GMT+0
Morningstar’s Analysis WGMVX
Will WGMVX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the WGMVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of WGMVX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 28.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Digi International Inc | 3.49 | 11M | Technology |
NPK International Inc | 3.46 | 11M | Industrials |
DXP Enterprises Inc | 2.85 | 9M | Industrials |
Red Violet Inc Ordinary Shares | 2.82 | 9M | Technology |
Standex International Corp | 2.73 | 9M | Industrials |
Lincoln Educational Services Corp | 2.72 | 9M | Consumer Defensive |
The Chefs' Warehouse Inc | 2.70 | 9M | Consumer Defensive |
Mama's Creations Inc Common Stock | 2.61 | 8M | Consumer Defensive |
Axogen Inc | 2.46 | 8M | Healthcare |
Bel Fuse Inc Class B | 2.42 | 8M | Technology |
United States