WMCVX Rating, Research - Wasatch Small Cap Value

Wasatch Small Cap Value (wmcvx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 27

Threats + Weaknesses = 10

When strengths & opportunities substantially exceed threats & weaknesses an investment in the wmcvx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Wasatch Small Cap Value (WMCVX) Description: WMCVX is a mutual fund, which is an investment that owns a basket of assets. The WMCVX mutual fund was provided by Wasatch and this investment vehicle derives the majority of its value from equity holdings (stocks). Wasatchs mutual fund has a long management tenure and is in the average fund size classification. WMCVXs minimum initial investment amount is $2000 while the IRA minimum is $1000. WMCVXs expense ratio is roughly 2%. The latest WMCVXs front end load was 0% and the back end load was 0%. The Wasatch Small Cap Value (WMCVX) mutual fund falls under the small mixed category. WMCVX focuses its investments in USA and WMCVX is not affiliated with a particular industry or fund sector. The Wasatch Small Cap Value (WMCVX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find WMCVXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of WMCVXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund normally invests at least 80% of assets in equities issued by companies with total operating revenues of $250 million or less. The Advisor seeks to build a portfolio of exceptional small companies with the wherewithal to become exceptional large companies. It typically invests in common stocks (see stock research), but has the ability to invest in other types of equity securities (see equity research) such as preferred stocks (see stock research), convertible bonds, and warrants.

Management Analysis Update

Performance Analysis Update