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Wasatch Micro Cap WMICX

Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 7.92  /  −2.22 %
  • Total Assets 691.6 Mil
  • Adj. Expense Ratio
    1.660%
  • Expense Ratio 1.660%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield
  • Turnover 57%

USD | NAV as of Jul 17, 2024 | 1-Day Return as of Jul 17, 2024, 10:16 PM GMT+0

Morningstar’s Analysis WMICX

Will WMICX outperform in future?

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

A strong management team and sound investment process underpin Wasatch Micro Cap's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings WMICX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 23.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Addus HomeCare Corp

2.95 19.7 Mil
Healthcare

Esquire Financial Holdings Inc Shs Registered Shs

2.50 16.8 Mil
Financial Services

UFP Technologies Inc

2.50 16.7 Mil
Healthcare

Transcat Inc

2.34 15.7 Mil
Industrials

Simulations Plus Inc

2.33 15.6 Mil
Healthcare

Usd

2.30 15.4 Mil
Cash and Equivalents

Veeco Instruments Inc

2.27 15.2 Mil
Technology

Construction Partners Inc Class A

2.26 15.2 Mil
Industrials

Agilysys Inc

2.22 14.9 Mil
Technology

Grid Dynamics Holdings Inc Ordinary Shares Class A

2.12 14.2 Mil
Technology