WILCX Mutual Fund

WILCX Mutual Fund (Wasatch Global Value Fund Institutional Class) is managed by Wasatch Global Investors with $28.5M in net assets. WILCX expense ratio is 0.95%, holding 39 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2012-01-31.

WILCX performance shows a YTD return of 14.20%. The 1-year return is 20.25% and the 5-year return is 13.48%. WILCX dividend yield stands at 2.26%, paid quarterly.

WILCX top holdings include Johnson & Johnson - Common (4.2%), Jpmorgan Chase (4.0%), Citigroup Inc. (3.7%), Total Fina Elf Holdings Usa, Inc. (3.6%), Microsoft Corp (3.3%). 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.