Morningstar

Wasatch Micro Cap Fund WMICX

Morningstar Medalist Rating
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Medalist Rating as of See Wasatch Investment Hub
  • NAV / 1-Day Return $9.02  /  −0.89 %
  • Fund Size $541.0M
  • Adjusted Expense Ratio 1.640%
  • Net Expense Ratio 1.640%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 87%
NAV and 1-Day Return as of

Morningstar’s Analysis WMICX

Will WMICX 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 WMICX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Wasatch Micro Cap 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.

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Portfolio Holdings WMICX

More WMICX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Red Violet Inc Ordinary Shares

4.02 27M
Technology

Suncrete Inc Class A

3.97 27M
Basic Materials

Esquire Financial Holdings Inc Shs Registered Shs

3.85 26M
Financial Services

NPK International Inc

3.23 22M
Industrials

Standex International Corp

3.21 22M
Industrials

TAT Technologies Ltd

2.73 18M
Industrials

Mama's Creations Inc Common Stock

2.69 18M
Consumer Defensive

Pennant Group Inc

2.66 18M
Healthcare

XPEL Inc

2.61 18M
Consumer Cyclical

Nayax Ltd

2.51 17M
Technology

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