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Wasatch Small Cap Value Fund Institutional Class Shares: (MF: WICVX)

(NASDAQ Mutual Funds) As of Oct 4, 2024 08:00 PM ET

$11.79 USD

+0.15 (1.29%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for WICVX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Buy 2
MF Research Report

Fund Description

NA

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Wasatch Small Cap Value Inst WICVX NA NA 2.00 0.00 1.00 1.06

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Wasatch Small Cap Value WMCVX 11.14 12/17/1997 0.00 24.68 6.65 12.46
Wasatch Small Cap Value Inst WICVX 11.79 1/31/2012 0.00 24.70 6.78 12.57

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Wasatch Small Cap Value Inst WICVX 100000 5000 0 A

Contact Information

Family Wasatch
Address 150 Social Hall Ave, 4th Fl
Salt Lake City, UT 84111
Phone 800 551-1700