WMCVX Mutual Fund

WMCVX Mutual Fund (Wasatch Small Cap Value Fund Investor Class) is managed by Wasatch Global Investors with $435.9M in net assets. WMCVX expense ratio is 1.17%, holding 57 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 1997-12-17.

WMCVX performance shows a YTD return of 13.95%. The 1-year return is 13.79% and the 5-year return is 5.80%. WMCVX dividend yield stands at 5.43%, paid annually.

WMCVX top holdings include Cts Corp (3.4%), Bank Ozk (3.0%), Kadant Inc (2.7%), Healthequity Inc (2.6%), Moelis & Co_None_0 (2.6%). Go to all WMCVX holdings, WMCVX sectors, or WMCVX dividends.

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