WMICX : Wasatch Micro Cap Fund

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

WMICX

Wasatch Micro Cap Fund

FI Score

31 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

31% FI Score
  • wmicx
  • Mutual Fund
  • US Stocks
  • Small Growth

Wasatch Micro Cap Fund

Expenses: 1.66% (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; income is a secondary consideration. The fund invests 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 markets, emerging markets, or frontier markets.

Largest Holdings

Amount Holding
3.01% Limelight Networks Inc
2.98% Kadant Inc
2.78% Freshpet Inc
2.66% Construction Partners Inc Class A
2.66% Transcat Inc
2.61% Upland Software Inc
2.55% Kornit Digital Ltd
2.52% Medallia Inc
2.51% Simulations Plus Inc
2.47% ICF International Inc

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