WGMVX Mutual Fund

WGMVX Mutual Fund (Wasatch Micro Cap Value Fund Institutional Class) is managed by Wasatch Global Investors with $67.9M in net assets. WGMVX expense ratio is 1.60%, holding 61 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2020-01-31.

WGMVX performance shows a YTD return of 16.22%. The 1-year return is 26.81% and the 5-year return is 5.43%. WGMVX dividend yield stands at 9.59%, paid annually.

WGMVX 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 WGMVX holdings, WGMVX sectors, or WGMVX dividends.

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