- What are the top holdings of WAMVX?
- A machine-readable holdings disclosure for Wasatch Micro Cap Value Fund (WAMVX) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does WAMVX invest in?
- Wasatch Micro Cap Value Fund (WAMVX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is WAMVX most exposed to?
- WAMVX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is WAMVX a US-only fund?
- The country allocation card on this page shows WAMVX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does WAMVX invest in?
- The primary objective of this fund is to achieve significant long-term growth for investors' capital. It concentrates its investments primarily in companies with small market capitalizations, often referred to as 'micro-cap' firms. Specifically, the fund commits at least 80% of its net assets (including any capital obtained through borrowing for investment purposes) to the equity securities of micro-capitalization companies. The investment adviser defines a micro-capitalization company as one whose market value, at the point of purchase, is less than the greater of $1.5 billion or the market capitalization of the largest constituent in the Russell Microcap® Index. Furthermore, the fund has the flexibility to allocate up to 30% of its total assets, at the time of acquisition, to foreign-issued securities from companies operating in developed, emerging, or frontier markets.
