Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
🎈 Up Big Today: Find today's biggest gainers (some over 50%!) with our free screener
Try Stock Screener
Wasatch Small Cap Value Fund Institutional Class Shares (0P0000UQTD)
Add to/Remove from Watchlist
Add to Watchlist
11.690
+0.070
+0.60%
07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 1.03B
Wasatch Small Cap Value Fund Institutional Class S
11.690
+0.070
+0.60%
- Overview
- Profile
- Historical Data
- Holdings
Wasatch Small Cap Value Fund Institutional Class Shares Overview
On this page you'll find an in-depth profile of Wasatch Small Cap Value Fund Institutional Class Shares. Learn about the key management, total assets, investment strategy and contact information of 0P0000UQTD among other information.
Investment Strategy
The investment seeks long-term growth of capital; income is a secondary objective. The fund invests primarily in small companies. It will invest at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities, typically common stock, of small-capitalization companies. The fund may invest up to 20% of its total assets at the time of purchase in securities issued by foreign companies (companies that are incorporated in any country outside the United States and whose securities principally trade outside the United States).
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Austin Bone | Portfolio Manager | 2020 | Now |
| Biography | Austin Bone has been a portfolio manager and was associate portfolio manager of Wasatch Advisors, Inc. He joined the Advisor in 2016 as an analyst on the U.S. small cap research team. Prior to joining the Advisor, Mr. Bone was an equity research analyst for Goldman Sachs from 2013 to 2016, covering the technology supply chain and semiconductor industries. Mr. Bone earned a Bachelor of Science in Business Management, with an emphasis on finance, from the Marriott School of Business at Brigham Young University. | ||
| Jim Larkins | Portfolio Manager | 1997 | Now |
| Biography | 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. | ||
| John Mazanec | Portfolio Manager | 2002 | 2008 |
| Biography | John Mazanec is a portfolio manager for mid-cap value products. Mr. Mazanec entered the fi nancial industry in 1993 and joined Invesco in 2010. He was previously a portfolio manager on the Equity Income team at Morgan Stanley, which he joined in 2008. He also worked for Wasatch Advisors as a portfolio manager. Mr. Mazanec earned a Bachelor of Science degree from DePauw University and a Master of Business Administration degree from Harvard University. | ||
Write your thoughts about Wasatch Small Cap Value Fund Institutional Class Shares
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review