WILCX Mutual Fund

WILCX Mutual Fund (Wasatch Global Value Fund Institutional Class) is managed by Wasatch Global Investors with $28.7M in net assets. WILCX expense ratio is 0.95%, holding 52 positions across sectors including Industrials, Health Care, Consumer Staples. Inception date: 2012-01-31.

WILCX performance shows a YTD return of 18.58%. The 1-year return is 25.21% and the 5-year return is 12.99%. WILCX dividend yield stands at 2.17%, paid quarterly.

WILCX top holdings include Nucor Corp. (7.1%), TARGET CORP (6.1%), Chevron Corp (6.1%), Exxonmobil Corp. (6.0%), Cardinal Health (5.2%). 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.