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Wasatch Micro Cap Value WAMVX

Quantitative rating as of
  • NAV / 1-Day Return 3.23  /  2.22 %
  • Total Assets 312.2 Mil
  • Adj. Expense Ratio
    1.700%
  • Expense Ratio 1.660%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 50%

Morningstar’s Analysis WAMVX

Will WAMVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A sound investment process and strong management team underpin Wasatch Micro Cap Value's Morningstar Quantitative Rating of Gold. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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