WICVX Mutual Fund
WICVX Mutual Fund
Wasatch Small Cap Value Fund Institutional Class Shares

WICVX Mutual Fund Overview
WICVX Mutual Fund (Wasatch Small Cap Value Fund Institutional Class Shares) is managed by Wasatch Global Investors with $886.0M in net assets. WICVX expense ratio is 1.05%, holding 57 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2012-01-31.
WICVX performance shows a YTD return of 13.73%. The 1-year return is 15.89% and the 5-year return is 4.98%. WICVX dividend yield stands at 5.41%, paid annually.
WICVX top holdings include Kadant Inc (3.0%), Bank Ozk (2.9%), Allison Transmission Holdings Inc. (2.8%), Medpace Holdings Inc (2.7%), Cts Corp. (2.6%). View all WICVX holdings, sector breakdown, or dividend history.
WICVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WICVX alternatives are available via the screener, along with tax-loss harvesting opportunities.