A strong management team and sound investment process 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.
- NAV / 1-Day Return 3.30 / 0.90 %
- Total Assets 328.5 Mil
Adj. Expense Ratio
- Expense Ratio 1.700%
- 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.