Wasatch Micro Cap Value FundWAMVX

MUTUAL FUNDWasatch
Type
Mutual fund
Peer group
US equity: small companies
Net assets
$320.5M
Expense ratio
1.68%
1-year return
+18.1%
3 years, a year
+12.9%
5 years, a year
+3.3%
Holdings
61

What it aims to do.

The Funds investment objective is long-term growth of capital.

Top 10 holdings.

Holding% of fund
DGII Digi International Inc3.50%
NPKI NPK International Inc3.48%
DXPE DXP Enterprises Inc/TX2.86%
RDVT Red Violet Inc2.83%
SXI Standex International Corp2.74%
LINC Lincoln Educational Services Corp2.73%
CHEF Chefs' Warehouse Inc/The2.71%
MAMA Mama's Creations Inc2.62%
AXGN Axogen Inc2.46%
BELFB Bel Fuse Inc2.43%

More on WAMVX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.