WMCVX Wasatch Small Cap Value Fund

This is an open ended mutual fund. 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& 39 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.

As of 07/27/2021

Mutual Fund Information
Sponsor:     Wasatch Funds
Category1:  US Equity
Category2:  Broad market
Category3:  Small cap
Morningstar category:  Small Blend
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     12/17/1997
Market cap:     $848,810,000
Current yield:     0.00%
Fees:     1.2000%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
CUSIP:  936793207
ISIN:    US9367932079
Investment style: Actively managed

2021 © Stock Market MBA, Inc. Terms of use | Privacy policy