WGMVX Mutual Fund

WGMVX Mutual Fund (Wasatch Micro Cap Value Fund Institutional Class) is managed by Wasatch Global Investors with $63.9M 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 5.44%. WGMVX dividend yield stands at 9.59%, paid annually.

WGMVX top holdings include Red Violet Inc (4.4%), Suncrete, Inc. (4.0%), Npk International (3.2%), Cts Corp (2.7%), TAT Technologies Ltd. (2.6%). 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.