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Wasatch Small Cap Value WMCVX

Quantitative rating as of
NAV / 1-Day Return
8.48  /  1.28 %
Total Assets
1.4 Bil
Adj. Expense Ratio
1.160%
Expense Ratio
1.160%
Distribution Fee Level
Average
Share Class Type
No Load
Category
Small Blend
Investment Style
Small Blend
Min. Initial Investment
2,000
Status
Open
TTM Yield
0.04%
Turnover
61%

Morningstar’s Analysis WMCVX

Will WMCVX outperform in future?

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

Summary

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A sound investment process and strong management team underpin Wasatch Small Cap Value's Morningstar Quantitative Rating of Gold. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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