WILCX Mutual Fund

WILCX Mutual Fund (Wasatch Global Value Fund Institutional Class) is managed by Wasatch Global Investors with $29.1M in net assets. WILCX expense ratio is 0.95%, holding 39 positions across sectors including Health Care, Financials, Utilities. Inception date: 2012-01-31.

WILCX performance shows a YTD return of 18.56%. The 1-year return is 32.69% and the 5-year return is 13.59%. WILCX dividend yield stands at 4.99%, paid quarterly.

WILCX top holdings include Total Energies Se (4.5%), Johnson & Johnson - Common (4.4%), Citigroup, Inc. (3.9%), Jp Morgan Securities LLC (3.7%), Novartis Ag Ordinary Shares (3.4%). Go to all WILCX holdings, WILCX sectors, or WILCX dividends.

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