WACVX Mutual Fund

WACVX Mutual Fund (Wasatch Global Small Cap Value Fund Investor Class) is managed by Wasatch Global Investors with $3.1M in net assets. WACVX expense ratio is 1.50%, holding 70 positions across sectors including Financials, Energy, Industrials. Inception date: 2025-10-01.

WACVX performance shows a YTD return of 17.54%.. WACVX dividend yield stands at 0.25%, paid annually.

WACVX top holdings include Atlas Energy Solutions Inc (3.9%), Tasmea Ltd (3.8%), Payfare Inc (3.4%), Plover Bay Technologies Limited (2.3%), Argosy Research Inc (2.1%). Go to all WACVX holdings, WACVX sectors, or WACVX dividends.

WACVX can be compared against other funds. Use WACVX overlap to find shared positions, or WACVX vs another fund for a side-by-side view. WACVX alternatives are available via the screener, along with tax-loss harvesting opportunities.