Wasatch Small Cap Fund Quote

WICVX Fund  USD 9.83  0.11  1.11%   

Performance

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Odds Of Distress

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Wasatch Small is trading at 9.83 as of the 25th of July 2025; that is 1.11 percent down since the beginning of the trading day. The fund's open price was 9.94. Wasatch Small has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 26th of April 2025 and ending today, the 25th of July 2025. Click here to learn more.
It will invest at least 80 percent of the funds net assets in the equity securities, typically common stock, of small-capitalization companies. Wasatch Small is traded on NASDAQ Exchange in the United States. More on Wasatch Small Cap

Moving together with Wasatch Mutual Fund

  0.99VSMAX Vanguard Small CapPairCorr
  0.99VSCIX Vanguard Small CapPairCorr
  0.99VSCPX Vanguard Small CapPairCorr
  0.99NAESX Vanguard Small CapPairCorr
  0.96FSSNX Fidelity Small CapPairCorr
  0.99DFSTX Us Small CapPairCorr

Moving against Wasatch Mutual Fund

  0.68XNBHX Neuberger Berman IntPairCorr
  0.49XDSMX Dreyfus StrategicPairCorr
  0.33XNXJX Nuveen New JerseyPairCorr

Wasatch Mutual Fund Highlights

Fund ConcentrationSmall Blend, Wasatch, Large, Small Blend (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date31st of January 2023
Fiscal Year EndSeptember
Wasatch Small Cap [WICVX] is traded in USA and was established 25th of July 2025. The fund is listed under Small Blend category and is part of Wasatch family. This fund at this time has accumulated 1.26 B in net assets with no minimum investment requirementsWasatch Small Cap is currently producing year-to-date (YTD) return of 2.4% with the current yeild of 0.0%, while the total return for the last 3 years was 11.21%.
Check Wasatch Small Probability Of Bankruptcy

Instrument Allocation

Top Wasatch Small Cap Mutual Fund Constituents

MNROMonro Muffler BrakeStockConsumer Discretionary
MNRMach Natural ResourcesStockEnergy
PNFPPinnacle Financial PartnersStockFinancials
APAMArtisan Partners AssetStockFinancials
SNBRSleep Number CorpStockConsumer Discretionary
OZKBank OzkStockFinancials
IOSPInnospecStockMaterials
ABRArbor Realty TrustStockFinancials
More Details

Wasatch Small Top Holders

MHELXMh Elite SmallMutual FundAllocation--85%+ Equity
More Details

Wasatch Small Cap Risk Profiles

Wasatch Small Against Markets

Other Information on Investing in Wasatch Mutual Fund

Wasatch Small financial ratios help investors to determine whether Wasatch Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wasatch with respect to the benefits of owning Wasatch Small security.
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