WAMVX Mutual Fund

WAMVX Mutual Fund (Wasatch Micro Cap Value Fund Investor Class) is managed by Wasatch Global Investors with $305.0M in net assets. WAMVX expense ratio is 1.68%, holding 61 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2003-07-28.

WAMVX performance shows a YTD return of 16.14%. The 1-year return is 26.51% and the 5-year return is 5.34%. WAMVX dividend yield stands at 9.69%, paid annually.

WAMVX top holdings include Digi International Inc (3.5%), Newpark Resources Inc (3.5%), Dxp Enterprises Inc. (2.9%), Red Violet Inc (2.8%), Lincoln Educational Services Corp (2.7%). Go to all WAMVX holdings, WAMVX sectors, or WAMVX dividends.

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