WGMVX Mutual Fund
WGMVX Mutual Fund
Wasatch Micro Cap Value Fund Institutional Class

WGMVX Mutual Fund Overview
WGMVX Mutual Fund (Wasatch Micro Cap Value Fund Institutional Class) is managed by Wasatch Global Investors with $65.8M in net assets. WGMVX expense ratio is 1.60%, holding 61 positions across sectors including Information Technology, Industrials, Unknown. Inception date: 2020-01-31.
WGMVX performance shows a YTD return of 25.42%. The 1-year return is 37.84% and the 5-year return is 6.80%. WGMVX dividend yield stands at 8.89%, paid annually.
WGMVX top holdings include Digi International Inc (3.5%), NPK INTERNATIONAL INC (3.5%), Dxp Enterprises Inc (2.9%), Red Violet Inc (2.8%), Lincoln Educational Services Corp (2.7%). View all WGMVX holdings, sector breakdown, or dividend history.
WGMVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WGMVX alternatives are available via the screener, along with tax-loss harvesting opportunities.