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Wasatch Micro Cap Fund: (MF: WMICX)
(NASDAQ Mutual Funds) As of Oct 1, 2024 08:00 PM ET
$7.91 USD
-0.15 (-1.86%)
Zacks MF Rank
5-Strong Sell of 5 5
Fund Description
The fund was incepted in June 1995 and is managed by Wasatch Advisors, Inc. The fund seeks long-term growth of capital. Income is a secondary objective, but only when consistent with long-term growth of capital. The fund invests at least 80% of its assets in common stocks of micro cap companies with market capitalizations of less than $1 billion at the time of purchase. The fund pays dividends and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Wasatch Micro Cap investor | WMICX | NA | NA | 2.00 | 0.00 | 1.50 | 1.67 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Wasatch Micro Cap Fund | WMICX | 8.06 | 6/19/1995 | 0.00 | 20.54 | -6.74 | 10.51 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Wasatch Micro Cap investor | WMICX | 2000 | 100 | 2000 | A |
Contact Information
| Family | Wasatch |
| Address | 150 Social Hall Ave, 4th Fl Salt Lake City, UT 84111 |
| Phone | 800 551-1700 |