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

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12.820 +0.180 +1.42%

25/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 1.12B

Type: Fund

Market: United States

Issuer: Wasatch

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 Change34.04%

Prev. Close12.64

Risk Rating

TTM Yield0%

ROE20.04%

IssuerWasatch

Turnover32%

ROA7.76%

Inception DateJan 31, 2012

Total Assets1.12B

Expenses1.06%

Min. Investment100,000

Market Cap3.79B

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	1115	968	1384	1172	1725	2637
Fund Return	11.49%	-3.19%	38.44%	5.43%	11.52%	10.18%
Place in category	138	418	43	67	79	14
% in Category	24	70	8	14	16	4

Top Equity Funds by Wasatch

Name	Total Assets	YTD%	3Y%	10Y%
Wasatch Core Growth Institutional	2.97B	12.13	1.13	12.46
Wasatch Core Growth	2.31B	12.03	1.00	12.32
Wasatch Small Cap Growth Institutio	1.38B	9.52	-9.71	-
Wasatch Small Cap Growth Investor	952.36M	9.42	-9.81	9.61
Wasatch Ultra Growth	675.36M	8.79	-10.10	12.58

Top Funds for Small Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Index Adm	55.85B	11.56	2.46	9.08
Fidelity Small Cap Index Instl Pre	26.87B	9.65	0.09	8.08
Vanguard Small Cap Index I	22.74B	11.56	2.47	9.09
DFA US Small Cap I	17.71B	9.31	4.54	8.85
Vanguard Small Cap Index InstlPlus	11.6B	11.58	2.48	9.10

Top Holdings

Name	ISIN	Weight %	Last	Change %
National Storage Affiliates Trust	US6378701063	3.07	44.79	-0.79%
Kadant	US48282T1043	2.68	418.02	-0.16%
Artisan Partners AM	US04316A1088	2.62	48.34	+0.83%
Ufp Industries	US90278Q1085	2.61	136.68	-1.68%
Pinnacle	US72346Q1040	2.56	129.24	-0.49%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Wasatch Small Cap.	12.820	+0.180	+1.42%