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Wasatch Micro Cap

WMICX
7.23
-0.02
-0.28%
9/23/2016
5 Years
  • Previous Close

    7.25

  • Net Assets

    279.70M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    1.90%

  • Category

    Small Growth

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

Wasatch

Fund Style

Open

Fund Manager

Daniel Chace

Investment Style

Small Growth

The investment seeks long-term growth of capital; income is a secondary consideration. The fund invests at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities of micro-capitalization companies. The adviser considers a company to be a micro-capitalization company if its market capitalization, at the time of purchase, is less than the larger of $1.5 billion or the market capitalization of the largest company in the Russell Microcap Index. It may invest up to 30% of its total assets at the time of purchase in securities issued by foreign companies in developed or emerging markets.

Purchase Information

Initial Purchase 2,000
Initial Purchase: IRA 2,000
Initial Purchase: AIP 1,000

Inception

6/19/1995

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