Wasatch Small Cap Value Institutional (WICVX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Wasatch Small Cap Value Institutional
Salt Lake City, UT 84111
150 Social Hall Avenue 4th Floor
Wasatch Funds Trust
Management information
,Lead manager since 16 December 1997
Jim Larkins, MBA, is a portfolio manager with Wasatch Advisors. He joined Wasatch in 1995 as a securities analyst. Previously, Larkins worked for Accenture as a systems consultant and for a technology start-up firm. He is fluent in Spanish and has lived in Argentina and the Middle East. He holds a Master of Business Administration and a Bachelor of Arts in Economics from Brigham Young University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategorySmall Blend
Fund familyWasatch
Net assets1.35B
YTD return-1.25%
Yield0.00%
Morningstar rating★★★★
Inception date30 Jan 2012
Fund operations
Last dividend0.01
Last cap gain18.00
Holdings turnover61.00%
Average for categoryN/A
Fees and expenses
ExpenseWICVXCategory average
Annual report expense ratio (net)1.07%1.03%
Prospectus net expense ratio1.07%N/A
Prospectus gross expense ratio1.07%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.19%
Max deferred sales loadN/A1.22%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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