Morningstar

Wasatch Small Cap Value Fund Institutional Class Shares WICVX

Morningstar Medalist Rating
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Medalist Rating as of See Wasatch Investment Hub
  • NAV / 1-Day Return $9.99  /  +0.50 %
  • Fund Size $1.2B
  • Adjusted Expense Ratio 1.050%
  • Net Expense Ratio 1.050%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.10%
  • Turnover Ratio 65%
NAV and 1-Day Return as of

Morningstar’s Analysis WICVX

Will WICVX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WICVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WICVX 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 WICVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Wasatch Small Cap Value Institutional holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings WICVX

More WICVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CTS Corp

3.39 47M
Technology

Bank OZK

2.97 41M
Financial Services

Kadant Inc

2.66 37M
Industrials

HealthEquity Inc

2.65 37M
Healthcare

Moelis & Co Class A

2.62 36M
Financial Services

Allison Transmission Holdings Inc

2.41 33M
Consumer Cyclical

Frontdoor Inc

2.36 33M
Consumer Cyclical

Medpace Holdings Inc

2.31 32M
Healthcare

Valvoline Inc

2.27 31M
Consumer Cyclical

Champion Homes Inc

2.26 31M
Consumer Cyclical

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