Wasatch Small Cap Value FundWMCVX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$1.3B
Expense ratio
1.17%
1-year return
+7.3%
3 years, a year
+10.6%
5 years, a year
+4.0%
Holdings
57
What it aims to do.
The Funds investment objective is long-term growth of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| KAI Kadant Inc | 2.97% |
| OZK Bank OZK | 2.86% |
| ALSN Allison Transmission Holdings Inc | 2.80% |
| MEDP Medpace Holdings Inc | 2.71% |
| CTS CTS Corp | 2.57% |
| MC Moelis & Co | 2.54% |
| HQY HealthEquity Inc | 2.54% |
| SXI Standex International Corp | 2.45% |
| ENSG Ensign Group Inc/The | 2.41% |
| UFPI UFP Industries Inc | 2.38% |
More on WMCVX.
- WMCVX overview
- WMCVX holdings
- WMCVX risk
- WMCVX costs
- WMCVX money in and out
- WMCVX share classes
- Compare WMCVX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.