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.
The fund invests primarily in small companies. It will invest at least 80 percent of the funds net assets in the equity securities, typically common stock, of small-capitalization companies. The fund may invest up to 20 percent of its total assets at the time of purchase in securities issued by foreign companies .. More on Wasatch Small Cap

Moving together with Wasatch Mutual Fund

  0.96WAAEX Wasatch Small CapPairCorr
  0.91WAEMX Wasatch Emerging MarketsPairCorr
  0.88WAESX Wasatch Emerging Markets Potential GrowthPairCorr
  0.94WAGSX Wasatch Global SelectPairCorr
  0.97WAGOX Wasatch Global OpporPairCorr
  0.85WAFMX Wasatch Frontier EmergingPairCorr

Wasatch Mutual Fund Highlights

Fund ConcentrationWasatch Funds, Large Funds, Small Blend Funds, Small 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. Wasatch Small is listed under Wasatch category by Fama And French industry classification. 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

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Wasatch Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Wasatch Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Wasatch Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Wasatch Small Cap Mutual Fund Constituents

HLNEHamilton LaneStockFinancials
KAIKadant IncStockIndustrials
WCCWESCO InternationalStockIndustrials
MNRMach Natural ResourcesStockEnergy
SLRCSLR Investment CorpStockFinancials
ABRArbor Realty TrustStockFinancials
PBProsperity BancsharesStockFinancials
NSANational Storage AffiliatesStockReal Estate
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Wasatch Small Top Holders

MHELXMh Elite SmallMutual FundAllocation--85%+ Equity
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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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