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Wasatch Small Cap Value Fund: (MF: WMCVX)
(NASDAQ Mutual Funds) As of May 8, 2025 08:00 PM ET
$8.98 USD
+0.18 (2.05%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund was incepted in December 1997 and is managed by Wasatch Advisors, Inc. The fund seeks long-term growth of capital. Income is a secondary objective, but only when consistent with long-term growth of capital. The fund invests primarily in the common stocks of companies with market capitalizations of less than $2.5 billion at the time of purchase. The fund pays dividends and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Wasatch Small Cap Value Investor | WMCVX | NA | NA | 0.00 | 0.00 | 1.00 | 1.18 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Wasatch Small Cap Value | WMCVX | 8.98 | 12/17/1997 | 0.06 | -5.31 | 5.01 | 18.48 |
| Wasatch Small Cap Value Inst | WICVX | 8.38 | 1/31/2012 | 0.18 | -5.23 | 5.10 | 18.58 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Wasatch Small Cap Value Investor | WMCVX | 2000 | 100 | 2000 | A |
Contact Information
| Family | Wasatch |
| Address | 150 Social Hall Ave, 4th Fl Salt Lake City, UT 84111 |
| Phone | 800 551-1700 |