TheEdgeResearch
Home / Stocks / WAMVX

Wasatch Micro Cap Value Fund (WAMVX)

NASDAQ Financial Services Asset Management
$5.00 ▲ +0.40%
Market Cap
$406.8M
Sector
Financial Services
Industry
Asset Management
Beta
1.24
52-Wk Range
3.9-5.13
CEO
Country
US
Currency
USD

Wasatch Micro Cap Value Fund operates in the Asset Management industry of the Financial Services sector, headquartered in Salt Lake City, UT, US. The stock last traded at $5.00, up 0.40% on the session, giving a market capitalisation of $406.8M. Its beta of 1.24 implies it has historically moved more than the broad market.

Company profile
Exchange
NASDAQ
Employees
IPO date
2003-07-28
Headquarters
Salt Lake City, UT, US
About Wasatch Micro Cap Value Fund

The primary objective of this fund is to achieve significant long-term growth for investors' capital. It concentrates its investments primarily in companies with small market capitalizations, often referred to as 'micro-cap' firms. Specifically, the fund commits at least 80% of its net assets (including any capital obtained through borrowing for investment purposes) to the equity securities of micro-capitalization companies. The investment adviser defines a micro-capitalization company as one whose market value, at the point of purchase, is less than the greater of $1.5 billion or the market capitalization of the largest constituent in the Russell Microcap® Index. Furthermore, the fund has the flexibility to allocate up to 30% of its total assets, at the time of acquisition, to foreign-issued securities from companies operating in developed, emerging, or frontier markets.

Comparable companies

Wasatch Micro Cap Value Fund is most often compared with the following Financial Services names:

CDOFXEDDGSXIXLSSCXMYIMXNCVNOLCXUSBOXWMICX
More research on WAMVX
WAMVX technical analysis WAMVX TheEdge Score Compare against peers
Open full interactive analysis & DCF →