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Morningstar

Wasatch Micro Cap WMICX

Morningstar Medalist Rating
Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 7.02  /  +0.72 %
  • Total Assets 610.1 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 Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:18 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.

  • 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.

A sound investment process and strong management team 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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WMICX

More WMICX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Esquire Financial Holdings Inc Shs Registered Shs

2.89 18.2 Mil
Financial Services

Transcat Inc

2.83 17.8 Mil
Industrials

Addus HomeCare Corp

2.82 17.8 Mil
Healthcare

Construction Partners Inc Class A

2.59 16.3 Mil
Industrials

Agilysys Inc

2.50 15.7 Mil
Technology

Veeco Instruments Inc

2.43 15.3 Mil
Technology

Kadant Inc

2.37 14.9 Mil
Industrials

Janus International Group Inc Ordinary Shares - Class A

2.31 14.5 Mil
Industrials

UFP Technologies Inc

2.14 13.5 Mil
Healthcare

XPEL Inc

2.03 12.8 Mil
Consumer Cyclical