WAMVX : Wasatch Micro Cap Value Fund

WAMVX is a US Stocks Market Small Growth with HIGH fees.

WAMVX

Wasatch Micro Cap Value Fund

FI Score

24 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

24% FI Score
  • wamvx
  • Mutual Fund
  • US Stocks
  • Small Growth

Wasatch Micro Cap Value Fund

Expenses: 1.74% (Better than 0% of similar funds)

This is a bad choice for a Small Growth US Stocks fund. See why »

Fund Summary

The investment seeks long-term growth of capital. The fund invests primarily in micro-cap companies. It will invest at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities of micro-capitalization companies. The adviser considers a company to be a micro-capitalization company if its market capitalization, at the time of purchase, is less than the larger of $1.5 billion or the market capitalization of the largest company in the Russell Microcap® Index. It may invest up to 30% of its total assets at the time of purchase in securities issued by foreign companies in developed, emerging markets or frontier markets.

Largest Holdings

Amount Holding
2.56% Freshpet Inc
2.37% Bandwidth Inc Class A
2.31% Fabrinet
2.04% Skyline Champion Corp
1.82% OptimizeRx Corp
1.81% Esker SA
1.71% PetIQ Inc Class A
1.68% IR Japan Holdings Ltd
1.61% Nova Measuring Instruments Ltd
1.60% QAD Inc
1.58% Kadant Inc
1.58% eGain Corp
1.52% Systemax Inc
1.49% Tactile Systems Technology Inc
1.49% Nexus AG
1.47% Ooma Inc
1.46% JDC Group AG
1.45% Mortgage Advice Bureau (Holdings) PLC
1.42% Miroku Jyoho Service Co Ltd
1.38% Kornit Digital Ltd
1.35% Model N Inc
1.34% Construction Partners Inc Class A
1.34% YouGov PLC
1.34% va-Q-tec AG
1.31% Systena Corp

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