WMCVX Mutual Fund
WMCVX Mutual Fund
Wasatch Small Cap Value Fund Investor Class

WMCVX Mutual Fund Overview
WMCVX Mutual Fund (Wasatch Small Cap Value Fund Investor Class) is managed by Wasatch Global Investors with $435.6M in net assets. WMCVX expense ratio is 1.17%, holding 57 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 1997-12-17.
WMCVX performance shows a YTD return of 13.70%. The 1-year return is 15.78% and the 5-year return is 4.87%. WMCVX dividend yield stands at 5.39%, paid annually.
WMCVX 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 WMCVX holdings, sector breakdown, or dividend history.
WMCVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WMCVX alternatives are available via the screener, along with tax-loss harvesting opportunities.