WILCX Mutual Fund (Wasatch Global Value Fund Institutional Class) is managed by Wasatch Global Investors with $27.3M in net assets. WILCX expense ratio is 0.95%, holding 39 positions across sectors including Unknown, Health Care, Financials. Inception date: 2012-01-31.

WILCX performance shows a YTD return of 13.15%. The 1-year return is 23.93% and the 5-year return is 12.05%. WILCX dividend yield stands at 4.33%, paid quarterly.

WILCX top holdings include Total Se (4.5%), Johnson & Johnson (4.4%), Citigroup Inc. (3.9%), Jp Morgan Securities LLC (3.7%), Novartis Ag (3.4%). View all WILCX holdings, sector breakdown, or dividend history.

WILCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WILCX alternatives are available via the screener, along with tax-loss harvesting opportunities.