WMCVX : Wasatch Small Cap Value Fund

WMCVX is a US Stocks Market Small Blend with HIGH fees.

WMCVX

Wasatch Small Cap Value Fund

FI Score

46 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

46% FI Score
  • wmcvx
  • Mutual Fund
  • US Stocks
  • Small Blend

Wasatch Small Cap Value Fund

Expenses: 1.20% (Better than 0% of similar funds)

This is a bad choice for a Small Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital; income is a secondary consideration. The fund invests primarily in small companies. It will invest at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities of small-capitalization companies. The fund may invest up to 20% of its total assets at the time of purchase in securities issued by foreign companies in developed markets, emerging markets, or frontier markets.

Largest Holdings

Amount Holding
4.55% Kadant Inc
4.40% Fabrinet
3.17% Hamilton Lane Inc Class A
3.13% Ensign Group Inc
3.08% Euronet Worldwide Inc
3.00% National Storage Affiliates Trust
2.88% Valvoline Inc
2.87% Monro Inc
2.56% Icon PLC
2.50% Innospec Inc
2.33% LHC Group Inc
2.32% Pinnacle Financial Partners Inc
2.28% Moelis & Co Class A
2.03% Cimpress PLC
1.99% Nova Measuring Instruments Ltd
1.94% Monmouth Real Estate Investment Corp Class A
1.87% Artisan Partners Asset Management Inc
1.87% South State Corp
1.87% Axos Financial Inc
1.87% LGI Homes Inc
1.86% Knight-Swift Transportation Holdings Inc A
1.82% Upland Software Inc
1.78% Helios Technologies Inc
1.76% Altra Industrial Motion Corp
1.74% Tower Semiconductor Ltd

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