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Wasatch Small Cap Value Fund Institutional Class Shares (0P0000UQTD)

US Funds

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11.690 +0.070 +0.60%

04/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 1.03B

Type: Fund

Market: United States

Asset Class: Equity

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0P0000UQTD Overview

Find basic information about the Wasatch Small Cap Value Fund Institutional Class Shares mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000UQTD MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change27.97%

Prev. Close11.62

Risk Rating

TTM Yield0%

ROE17.89%

IssuerN/A

Turnover32%

ROA7.23%

Inception DateJan 31, 2012

Total Assets1.03B

Expenses1.06%

Min. Investment100,000

Market Cap3.63B

CategorySmall Blend

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Wasatch Small Cap Value Fund Institutional Class Shares Analysis

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EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1146	1085	1332	1264	1798	2828
Fund Return	14.58%	8.5%	33.19%	8.11%	12.45%	10.96%
Place in category	97	352	30	53	70	15
% in Category	15	61	5	10	15	4

Top Equity Funds by Wasatch

Name	Total Assets	YTD%	3Y%	10Y%
Wasatch Core Growth Institutional	2.71B	12.43	3.22	13.33
Wasatch Core Growth	2.11B	12.34	3.10	13.19
Wasatch Small Cap Growth Institutio	1.25B	9.55	-7.80	-
Wasatch Small Cap Growth Investor	866.45M	9.48	-7.89	10.10
Wasatch Ultra Growth	641.03M	7.25	-8.95	13.07

Top Funds for Small Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Index Adm	56.48B	12.37	4.36	9.64
Fidelity Small Cap Index Instl Pre	26.87B	11.21	1.97	8.93
Vanguard Small Cap Index I	23.18B	12.37	4.37	9.65
DFA US Small Cap I	16.29B	10.92	6.62	9.64
Vanguard Small Cap Index InstlPlus	11.41B	12.38	4.38	9.66

Top Holdings

Name	ISIN	Weight %	Last	Change %
Kadant	US48282T1043	3.20	349.69	+1.84%
National Storage Affiliates Trust	US6378701063	2.65	41.97	+0.84%
Valvoline	US92047W1018	2.57	40.70	+0.82%
CTS Corp	US1265011056	2.46	51.52	+0.68%
Allison Transmission	US01973R1014	2.45	106.74	-0.49%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Strong Buy
Technical Indicators	Strong Sell	Strong Buy	Strong Buy
Summary	Neutral	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Wasatch Small Cap.	11.690	+0.070	+0.60%