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Wasatch Micro Cap Value Institutional (WGMVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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3.5100+0.0400 (+1.15%)
As of 08:06AM EDT. Market open.

Wasatch Micro Cap Value Institutional

Salt Lake City, UT 84111

150 Social Hall Avenue 4th Floor

Wasatch Funds Trust

Management information
Brian A. Bythrow,Lead manager since 27 July 2003
Brian Bythrow, CFA has been the lead portfolio manager since he joined Wasatch Advisors, Inc. in 2003. Since 1998 and prior to joining the Advisor, Mr. Bythrow was the portfolio manager for the 1st Source Monogram Special Equity Fund. Earlier, he was an Equity Analyst with Parkstone Funds and a Credit Analyst with Shoreline Bank. Bythrow served in the US Air Force for five years, rising to the rank of Captain. He earned a Master of Business Administration from California State University, Sacramento and a Bachelor of Science in Social Sciences from the United States Air Force Academy.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategorySmall Growth
Fund familyWasatch
Net assets293.84M
YTD return0.59%
Yield0.00%
Morningstar rating★★★
Inception date27 Jul 2003

Fund operations

Last dividendN/A
Last cap gain-1.00
Holdings turnover59.00%
Average for categoryN/A

Fees and expenses

ExpenseWGMVXCategory average
Annual report expense ratio (net)1.73%1.21%
Prospectus net expense ratio1.73%N/A
Prospectus gross expense ratio1.73%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.40%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A