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WMCVX
Mutual Fund ticker: NASDAQ
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NET ASSETS

Wasatch Small Cap Value (WMCVX) Ownership - Who owns Wasatch Small Cap Value?

The investment seeks long-term growth of capital; income is a secondary objective... Show more

Category: #Small Blend

Profile

Category
Small Blend
Address
Wasatch Funds Trust150 Social Hall Avenue 4th FloorSalt Lake City
Phone
N/A
Web
www.wasatchfunds.com

Details

Group
Domestic Stock Funds
Category
Small Blend
Total Expense Ratio
1.18
Min. Initial Investment
2000.00
Fund Existence
over 27 years
Turnover
69.00
Front Load
N/A
Net Assets
1603185200.00
Manager Tenure
N/A

Fundamentals

WMCVX
Net Assets
1.6B
Fund Existence
over 27 years
Turnover
69.00
Total Expense Ratio
1.18
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2000
Min. Initial Investment IRA
N/A
Morningstar Category
Small Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.18
Assets in Top Ten Holdings
381M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
531M
Fund Type
OpenEnd
Index Fund
No
Management Fee
1.00
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
59.00
Number of Net Holdings
59.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
24.86%
Gain YTD
-0.709
Annual Yield % from dividends
0.06
Returns for 1 year
-12.29
Returns for 3 years
4.98
Returns for 5 years
31.66
Returns for 10 years
54.43
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These past five trading days, the mutual fund lost 0.00%.
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published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Wasatch Funds Trust150 Social Hall Avenue 4th FloorSalt Lake City
Phone
N/A
Web
www.wasatchfunds.com