Back to top
more

Wasatch Micro Cap Fund: (MF: WMICX)

(NASDAQ Mutual Funds) As of Jun 10, 2026 04:38 PM ET

$9.63 USD

-0.10 (-1.03%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 8.53 76
3 months 3.18 81
6 months 12.02 66
1 Year 36.58 44
3 Year 16.77 34
5 Year -1.58 94
10 Year 14.35 5

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 179.80
Bear Market (10/07 - 2/09) -60.76
Bull Market (2/09 - 3/21) 1,126.42

Load Adjusted Returns as of Apr 30, 2026

1 Year 21.59
5 Year -3.26
10 Year 13.30
Since Inception 14.15

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.23 NA NA NA
2025 -16.56 12.60 9.52 1.88
2024 10.81 -2.50 9.06 2.60
2023 10.93 6.46 -7.89 12.68
2022 -19.14 -21.71 -3.86 -2.44
2021 10.95 3.11 -7.58 -0.41

Annual Return

20262025202420232022202120202019201820172016
% Total Return 13.034.8320.9022.58-40.635.2864.6442.242.5436.057.83
% Total Return Rel to Index 2.83-13.38-4.11-3.66-22.43-23.3946.2410.756.9414.26-4.09
% Total Return Rel to Peer -2.72-2.468.986.50-21.12-14.0245.6516.8113.3220.46-8.11
% Perf Quintile vs Peer* 4.004.001.001.005.005.001.001.001.001.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.01
% Yield 0.000.000.000.000.000.000.000.000.000.000.06
Capital Gains ($) 0.000.000.000.000.002.900.670.871.781.160.60
Expense Ratio 0.001.641.661.661.661.631.661.661.651.751.92

* 1 = Top 20%, 5 = Bottom 20%