WICVX Mutual Fund

WICVX Mutual Fund (Wasatch Small Cap Value Fund Institutional Class Shares) is managed by Wasatch Global Investors with $919.2M in net assets. WICVX expense ratio is 1.05%, holding 57 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2012-01-31.

WICVX performance shows a YTD return of 14.08%. The 1-year return is 13.92% and the 5-year return is 5.15%. WICVX dividend yield stands at 5.44%, paid annually.

WICVX top holdings include Kadant Inc Com (3.0%), Bank Ozk (2.9%), Allison Transmission Holdings Inc. (2.8%), Medpace Holdings Inc (2.7%), Cts Corp (2.6%). Go to all WICVX holdings, WICVX sectors, or WICVX dividends.

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