About WMCVX
The Wasatch Small Cap Value Fund is an actively managed mutual fund focused on achieving long-term capital growth, with income as a secondary objective. The fund primarily invests in small-cap companies, typically those with market capitalizations under $2.5 billion, and allocates at least 80% of its assets to equity securities of such companies. Its portfolio comprises a blend of stocks that exhibit value characteristics, often targeting businesses considered undervalued relative to their growth potential. Utilizing a bottom-up, fundamental research approach, the fund seeks to capitalize on market inefficiencies, especially where growth stocks have transitioned to value status. The Wasatch Small Cap Value Fund maintains a diversified portfolio, usually holding between 45 and 65 positions across various sectors, including industrials, healthcare, consumer cyclical, and financial services. Managed by Wasatch Advisors, the fund benchmarks its performance against the Russell 2000 Value Index and is recognized for its relatively higher expense ratio reflecting its active investment strategy. Since its inception in 1997, the fund has played a distinctive role in the market, offering investors exposure to U.S. small-cap value equities through disciplined, research-driven stock selection.
Fund Family Wasatch
Category Small Blend
Stock Exchange NASDAQ
Ticker Symbol WMCVX
Share Class Investor Class Shares
Index Russell 2000 Value TR
WMCVX had a total return of 2.93% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.21%.
