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

US Funds

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10.070 +0.010 +0.10%

07:00:00 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Wasatch

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.01B

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Wasatch Small Cap Value Fund Institutional Class Shares 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. (ISIN: US9367937771)

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Rating

1-Year Change - 3.08%

Prev. Close10.06

Risk Rating

TTM Yield0%

ROE20.04%

IssuerWasatch

Turnover69%

ROA7.76%

Inception DateJan 31, 2012

Total Assets1.01B

Expenses1.06%

Min. Investment100,000

Market Cap3.79B

CategorySmall Blend

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1225	1084	1397	1312	1834	2922
Fund Return	22.49%	8.37%	39.67%	9.47%	12.89%	11.32%
Place in category	137	407	56	80	86	20
% in Category	22	65	8	14	17	6

Top Equity Funds by Wasatch

Name	Total Assets	YTD%	3Y%	10Y%
Wasatch Core Growth Institutional	2.7B	24.05	5.76	13.38
Wasatch Core Growth	2.12B	23.93	5.63	13.24
Wasatch Small Cap Growth Institutio	1.29B	23.28	-3.39	-
Wasatch Small Cap Growth Investor	903.51M	23.18	-3.48	10.82
Wasatch Ultra Growth	627.21M	19.25	-4.98	13.63

Top Funds for Small Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Index Adm	61.56B	23.28	7.50	10.06
Fidelity Small Cap Index Instl Pre	29.53B	21.69	5.11	9.20
Vanguard Small Cap Index I	24.71B	23.28	7.51	10.07
DFA US Small Cap I	16.47B	20.81	8.80	9.91
Vanguard Small Cap Index InstlPlus	13.1B	23.30	7.52	10.09

Top Holdings

Name	ISIN	Weight %	Last	Change %
National Storage Affiliates Trust	US6378701063	3.07	37.90	+0.16%
Kadant	US48282T1043	2.68	348.93	+0.54%
Artisan Partners AM	US04316A1088	2.62	43.91	+0.39%
Ufp Industries	US90278Q1085	2.61	112.97	-0.48%
Pinnacle	US72346Q1040	2.56	113.67	+1.27%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Wasatch Small Cap.	10.070	+0.010	+0.10%