Wasatch Micro Cap Value Fund Institutional Class Shares WGMVX Strategy

| Medalist Rating as of | See Wasatch Investment Hub

Strategy

The investment seeks long-term growth of capital. The fund invests primarily in micro cap 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 micro-capitalization companies. The adviser considers a company to be a micro-capitalization company if its market capitalization, at the time of purchase, is less than the larger of $1.5 billion or the market capitalization of the largest company in the Russell Microcap® Index. It may invest up to 30% of its total assets at the time of purchase in securities issued by foreign companies.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
WAMVX
Wasatch Micro Cap Value FundNo LoadOpen $281.29M1.680%High$2,000−$42.06M
WGMVX
Wasatch Micro Cap Value Fund Institutional Class SharesInstitutionalOpen $67.33M1.600%High$100,000−$7.22M

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